Kize Capital’s British American Tobacco BTI Stock Holding History

Kize Capital’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 Q1	$8.24M	Hold	141,000	–	–	10.35%	4
2025 Q4	$7.98M	Sell	141,000 -24,000	-15%	-$1.31M	9.42%	5
2025 Q3	$8.76M	Sell	165,000 -30,000	-15%	-$1.63M	9.99%	4
2025 Q2	$9.23M	Sell	195,000 -225,000	-54%	-$9.96M	8.3%	6
2025 Q1	$17.4M	Sell	420,000 -45,000	-10%	-$1.77M	15.81%	3
2024 Q4	$16.9M	Buy	465,000 +70,000	+18%	+$2.53M	15.18%	3
2024 Q3	$14.4M	Buy	395,000 +45,000	+13%	+$1.61M	16.91%	3
2024 Q2	$10.8M	Buy	+350,000	New	+$10.6M	10.19%	5

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kize Capital's BTI Position: Q1 2026 in Review

Kize Capital held its British American Tobacco (BTI) position steady in Q1 2026 at 141,000 shares worth $8.24M. The position accounts for 10.35% of the portfolio, ranked #4.

Kize Capital first reported a position in BTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.4M in Q1 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Kize Capital held 141,000 shares of British American Tobacco worth $8.24M as of Q1 2026.
Kize Capital left its British American Tobacco share count unchanged in Q1 2026.
British American Tobacco made up 10.35% of Kize Capital's portfolio in Q1 2026, its #4 holding.
Kize Capital first reported a position in British American Tobacco in Q2 2024 and has held it in 8 quarters since.
Kize Capital's British American Tobacco position peaked at $17.4M in Q1 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Kize Capital's 13F filing for Q1 2026, filed 14 May 2026.