ZEGA Investments, LLC
Position in PM — Philip Morris International Inc.
CIK 2045703
Palm Beach Gardens, FL
Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$748,424
New position
Shares Held
4,137
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,616
of 2,919 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in PM
reported options exposure · as of Jun 30, 2026CallValue
$72,364
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026ZEGA Investments, LLC holds $872,249 across 2 Tobacco names. PM ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,137 | $748,424 | |
| 2 | MO |
Altria Group, Inc.
|
1,721 | $123,825 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,364 | 400 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $748,424 | 4,137 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||