9 hedge funds and family offices disclose a PM position in their latest SEC 13F filing — combined $2.62B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 6,124,597 | $982.4M | 5.74% | 2025-12-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 4,530,846 | $819.7M | 9.18% | 2026-06-30 |
| 3 | Stephen Mandel | Lone Pine Capital LLC | 2,643,579 | $424.0M | 3.12% | 2025-12-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 2,177,027 | $349.2M | 3.75% | 2025-12-31 |
| 5 | Tom Gayner | Markel Group Inc. | 114,500 | $20.7M | 0.16% | 2026-06-30 |
| 6 | George Soros | Soros Fund Management LLC | 112,294 | $20.3M | 0.25% | 2026-06-30 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 5,000 | $905K | 0.01% | 2026-06-30 |
| 8 | Mairs & Power | Mairs & Power Inc | 2,649 | $425K | 0.00% | 2025-12-31 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 620 | $99K | 0.01% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold PM. The largest disclosed position is Terry Smith at $982.4M (5.7% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying PM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
9 hedge funds and family offices disclose a PM position in their latest SEC 13F filing — combined $2.62B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 6,124,597 | $982.4M | 5.74% | 2025-12-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 4,530,846 | $819.7M | 9.18% | 2026-06-30 |
| 3 | Stephen Mandel | Lone Pine Capital LLC | 2,643,579 | $424.0M | 3.12% | 2025-12-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 2,177,027 | $349.2M | 3.75% | 2025-12-31 |
| 5 | Tom Gayner | Markel Group Inc. | 114,500 | $20.7M | 0.16% | 2026-06-30 |
| 6 | George Soros | Soros Fund Management LLC | 112,294 | $20.3M | 0.25% | 2026-06-30 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 5,000 | $905K | 0.01% | 2026-06-30 |
| 8 | Mairs & Power | Mairs & Power Inc | 2,649 | $425K | 0.00% | 2025-12-31 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 620 | $99K | 0.01% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold PM. The largest disclosed position is Terry Smith at $982.4M (5.7% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying PM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
