VIKING FUND MANAGEMENT LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1169069 MINOT, ND

Position in BTI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$14,204,800

+$1,926,100 QoQ

Shares Held

230,000

+9.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

of 76 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Jun 30, 2026

VIKING FUND MANAGEMENT LLC holds $34,166,000 across 3 Tobacco names. BTI ranks #2 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	202,000	$14,533,900
2	BTI	British American Tobacco p.l.c. This page	230,000	$14,204,800
3	PM	Philip Morris International Inc.	30,000	$5,427,300

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,204,800	230,000	+9.5%	Shares	Sole	2026-07-13
2026-03-31	$12,278,700	210,000	+10.5%	Shares	Sole	2026-04-10
2025-12-31	$10,757,800	190,000	+1.1%	Shares	Sole	2026-01-12
2025-09-30	$9,979,040	188,000	+19.4%	Shares	Sole	2025-10-10
2025-06-30	$7,454,475	157,500	0.0%	Shares	Sole	2025-07-11
2025-03-31	$6,515,775	157,500	0.0%	Shares	Sole	2025-04-10
2024-12-31	$5,720,400	157,500	0.0%	Shares	Sole	2025-01-17
2024-09-30	$5,761,350	157,500	-12.7%	Shares	Sole	2024-10-11
2024-06-30	$5,582,865	180,500	+0.6%	Shares	Sole	2024-07-16
2024-03-31	$5,474,750	179,500	+1.5%	Shares	Sole	2024-04-15
2023-12-31	$5,178,472	176,800	+10.0%	Shares	Sole	2024-01-17
2023-09-30	$5,050,728	160,800	+0.2%	Shares	Sole	2023-10-16
2023-06-30	$5,328,600	160,500	+0.3%	Shares	Sole	2023-07-20
2023-03-31	$5,619,200	160,000	+28.0%	Shares	Sole	2023-04-17
2022-12-31	$4,997,500	125,000	+8.7%	Shares	Sole	2023-02-02
2022-09-30	$4,082,500	115,000	+76.9%	Shares	Sole	2022-10-12
2022-06-30	$2,789,150	65,000	+8.3%	Shares	Sole	2022-07-18
2022-03-31	$2,529,600	60,000	+13.2%	Shares	Sole	2022-04-28
2021-12-31	$1,982,730	53,000	0.0%	Shares	Sole	2022-01-14
2021-09-30	$1,869,840	53,000	+20.5%	Shares	Sole	2021-10-18
2021-06-30	$1,729,640	44,000	0.0%	Shares	Sole	2021-07-19
2021-03-31	$1,704,560	44,000	-21.4%	Shares	Sole	2021-04-26
2020-12-31	$2,099,440	56,000	0.0%	Shares	Sole	2021-01-21
2020-09-30	$2,024,400	56,000	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.