Broyhill adds Microsoft, trims Philip Morris International among Q1 moves

Broyhill’s quarterly letter says the fund booked part of its gains in Philip Morris International and fully liquidated several positions, including Ball and other profitable holdings. These moves represent profit-taking and portfolio reshuffling rather than new directional bets, likely exerting modest, idiosyncratic selling pressure on the affected names but limited broader market impact. The article lists MSFT as the primary related stock (shown at $423.31, +0.33%) and shows PM at $191.69 (+1.10%) in sidebar pricing, but does not report large-scale flows that would move sectors or indices materially.