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Chris Hohn

TCI Fund Management

TCI Fund Management Portfolio 13F

Chris Hohn Holdings Activity

Portfolio value:
$44.44B≈ (+$3B≈)
Previous value:
$41.64B≈
# of changes:
6
New positions:
0
Reported for:
31 Dec 2021 (Q4)
Latest filing date:
14 Feb 2022
TCI Fund Management has disclosed a total of 6 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 3 position(s).

What stocks did Chris Hohn buy in 2021 Q4?

During 2021 Q4 Chris Hohn has purchased 3 securities: (V) Visa Inc, CL-A (added shares +15.82%), (UNP) Union Pacific Corp (added shares +7.42%) and (INFO) IHS MARKIT LTD (added shares +99.54%).

What did Chris Hohn invest in during 2021 Q4?

Chris Hohn's top 5 holdings (by % of portfolio) were (GOOG) Alphabet Inc, CL-C (19.22%), (CHTR) Charter Communications Inc (14.38%), (MSFT) Microsoft Corp (12.63%), (V) Visa Inc, CL-A (11.26%) and (CNI) Canadian National Railway Company (10.15%).
In the 2021 Q4 report(s) the following changes have been made to the top investments: (CHTR) Charter Communications Inc (reduced shares -5.39%) and (V) Visa Inc, CL-A (added shares +15.82%).
6 results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*
IHS MARKIT LTD INFO
IHS MARKIT LTD
+99.54%
+3,821,464
7,660,706
+1.14%
$132.92
-78.90%($28.04)
2.29%
2021 Q3
≈ 0.50 years
Visa Inc, CL-A V
Visa Inc, CL-A
+15.82%
+3,155,111
23,094,422
+1.54%
$216.71
+70.88%($370.32)
11.26%
2019 Q2
≈ 2.75 years
Union Pacific Corp UNP
Union Pacific Corp
+7.42%
+424,705
6,145,915
+0.24%
$251.93
+17.22%($295.30)
3.48%
2017 Q2
≈ 4.75 years
BXP, Inc BXP
BXP, Inc
-4.08%
-529,898
12,458,851
-0.15%
$115.18
-38.84%($70.44)
3.23%
2020 Q2
≈ 1.75 years
Charter Communications Inc CHTR
Charter Communications Inc
-5.39%
-558,487
9,800,605
-0.87%
$651.97
-76.88%($150.73)
14.38%
2016 Q2
≈ 5.75 years
S&P Global Inc SPGI
S&P Global Inc
-22.15%
-1,066,154
3,747,284
-1.21%
$471.93
-12.59%($412.53)
3.98%
2017 Q1
≈ 5.00 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.