John Overdeck’s British American Tobacco BTI Stock Holding History

John Overdeck’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Sell	5,300 -1,700	-24%	-$103K	﹤0.01%	4467
2026 Q1	$409K	Buy	+7,000	New	+$414K	﹤0.01%	3865
2021 Q4	–	Sell	-7,000	Closed	-$247K	–	4312
2021 Q3	$247K	Sell	7,000 -6,000	-46%	-$225K	﹤0.01%	3807
2021 Q2	$511K	Buy	+13,000	New	+$509K	﹤0.01%	3078

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's BTI Position: Q2 2026 in Review

John Overdeck reduced its British American Tobacco (BTI) stake by 72% in Q2 2026, selling an estimated $183M and leaving 1,199,554 shares worth $74.1M. The position accounts for 0.05% of the portfolio, ranked #415.

John Overdeck first reported a position in BTI in Q2 2013 and has held it in 39 quarters since. The position peaked at $247M in Q1 2026. 903 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

John Overdeck held 1,199,554 shares of British American Tobacco worth $74.1M as of Q2 2026.
John Overdeck sold 3,024,614 British American Tobacco shares in Q2 2026, an estimated $183M.
British American Tobacco made up 0.05% of John Overdeck's portfolio in Q2 2026, its #415 holding.
John Overdeck first reported a position in British American Tobacco in Q2 2013 and has held it in 39 quarters since.
John Overdeck's British American Tobacco position peaked at $247M in Q1 2026.
903 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.