Optima Capital’s British American Tobacco BTI Stock Holding History

Optima 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 Q2	$299K	Buy	4,847 +62	+1%	+$3.74K	0.12%	130
2026 Q1	$284K	Sell	4,785 -136	-3%	-$8.05K	0.13%	128
2025 Q4	$282K	Buy	4,921 +67	+1%	+$3.66K	0.12%	129
2025 Q3	$258K	Sell	4,854 -881	-15%	-$47.8K	0.13%	134
2025 Q2	$276K	Sell	5,735 -145	-2%	-$6.42K	0.15%	133
2025 Q1	$248K	Buy	5,880 +83	+1%	+$3.26K	0.16%	121
2024 Q4	$215K	Buy	+5,797	New	+$209K	0.15%	145

Other funds holding BTI

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Optima Capital's BTI Position: Q2 2026 in Review

Optima Capital increased its British American Tobacco (BTI) stake by 1.3% in Q2 2026, buying an estimated $3.74K and bringing the position to 4,847 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #130.

Optima Capital first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Optima Capital held 4,847 shares of British American Tobacco worth $299K as of Q2 2026.
Optima Capital bought 62 British American Tobacco shares in Q2 2026, an estimated $3.74K.
British American Tobacco made up 0.12% of Optima Capital's portfolio in Q2 2026, its #130 holding.
Optima Capital first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.