Ownership history in Troy Asset Management Ltd Β· 42 quarters on record
This page tracks every 13F SEC filing in which Troy Asset Management Ltd reported a position in PHILIP MORRIS INT ORD (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Troy Asset Management Ltd outperformed the S&P 500 by +5.1% annually on this PM position. Timing score: 47% (17/36 decisions correct). Average cost basis: $44.24. Maximum drawdown during holding period: β35.9%.
π₯ Exceptional β beat the S&P 500 by 5.1% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 36 add/trim decisions correct
Best entry: $43.80 (2015 Q1) Β· Worst: $87.39 (2022 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 17 trims. Bought during 8 of 16 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.58% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size