British American Tobacco p.l.c. (BTI): A Bull Case Theory
We came across a bullish thesis on British American Tobacco p.l.c. (BTI) on Deep Value Investing’s Substack by Andrei. In this article, we will summarize the bulls’ thesis on BTI.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | GQG Partners Rajiv Jain | 13,704,562 | $501,312,860 | 0.78% | |
2. | Orbis Investment Management William B. Gray | 8,217,429 | $300,593,553 | -34% | 1.59% |
3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,898,224 | $239,621,897 | +6494% | 0.2% |
4. | Citadel Investment Group Ken Griffin | 4,099,307 | $149,952,650 | -3% | 0.02% |
5. | First Eagle Investment Management Jean-Marie Eveillard | 856,943 | $31,346,985 | +10% | 0.06% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 21,586,079 | $631,986,282 | 0.14% | |
2. | 17,486,311 | $512,174,065 | 0.01% | |
3. | 15,316,688 | $448,624,683 | 0.11% | |
4. | 4,134,657 | $121,104,181 | 0.01% | |
5. | 3,908,220 | $114,471,766 | 0.01% |