44 WEALTH MANAGEMENT LLC BTI — BRITISH AMERN TOB PLC

Ownership history in 44 WEALTH MANAGEMENT LLC  ·  15 quarters on record

AI Ownership Summary

44 WEALTH MANAGEMENT LLC reported BRITISH AMERN TOB PLC (BTI) in 15 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.03% in 2026 Q1. The latest visible filing shows BTI at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 44 WEALTH MANAGEMENT LLC's position in BRITISH AMERN TOB PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BTI was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTI stock page 44 WEALTH MANAGEMENT LLC fund profile 44 WEALTH MANAGEMENT LLC full holdings
How 44 WEALTH MANAGEMENT LLC held BTI — position size vs. price
% of Fund (quarterly)    BTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,496 +24,325 +92.9% 1.03% $3.0M 2026-05-15 $65.09
2025 Q4 ADDED — — — 26,171 +355 +1.4% 0.50% $1.5M 2026-02-09 $60.27
2025 Q3 REDUCED 13.4% +9.0% ❌ 25,816 -3,993 -13.4% 0.47% $1.4M 2025-11-14 $52.65
2025 Q2 ADDED — — — 29,809 +1,098 +3.8% 0.50% $1.4M 2025-08-15 $54.80
2025 Q1 REDUCED 18.4% +16.2% ❌ 28,711 -6,483 -18.4% 0.45% $1.2M 2025-04-29 $40.45
2024 Q4 REDUCED 5.3% +16.0% ❌ 35,194 -1,971 -5.3% 0.49% $1.3M 2025-02-03 $36.83
2024 Q3 ADDED — — — 37,165 +17,193 +86.1% 0.45% $1.3M 2024-10-25 $31.30
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTI

As of 2026 Q1 — sorted by position size

SMITH THOMAS W 3Y 7Y 22.97% EPACRIA CAPITAL PARTNERS, LLC 3Y 13.15% KIZE CAPITAL LP 3Y 10.35% Contrarius Group Holdings Ltd 9.35% Kennon-Green & Company, LLC 3Y 6.63% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 6.27% Callodine Capital Management, LP 3Y 7Y 4.41% Savoir Faire Capital Management, L.P. 4.4% McGowan Group Asset Management, Inc. 3Y 7Y 4.18% Prescott General Partners LLC 3Y 7Y 3.94%

FAQ About 44 WEALTH MANAGEMENT LLC and BTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has 44 WEALTH MANAGEMENT LLC reported owning BTI?

44 WEALTH MANAGEMENT LLC reported BTI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BTI position in 44 WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BTI was 1.03% in 2026 Q1.

What is the latest reported BTI position on this page?

The most recent filing on this page is 2026 Q1, when 44 WEALTH MANAGEMENT LLC reported 50,496 shares, equal to 1.03% of portfolio, with an estimated market value of $3.0M.

What does the chart on this BTI ownership page compare?

The chart compares 44 WEALTH MANAGEMENT LLC's quarterly BTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 44 WEALTH MANAGEMENT LLC time their BTI position?

Based on 13F filing dates vs. subsequent BTI price moves, 44 WEALTH MANAGEMENT LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on BTI relative to SPY over the holding period was +11.9%.

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