Chris Hohn
TCI Fund Management
TCI Fund Management Portfolio 13F
Chris Hohn Holdings Activity
- Portfolio value:
- $52.77B~ (+$8B~)
- Previous value:
- $45.17B~
- # of changes:
- 10
- New positions:
- 2
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
TCI Fund Management has disclosed a total of 10 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).
What stocks is Chris Hohn buying now?
In the recent quarter Chris Hohn has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (V) Visa Inc, CL-A (added shares +0.09%), (SPGI) S&P Global Inc (added shares +0.33%), (GOOG) Alphabet Inc, CL-C (added shares +12.25%), (FER) FERROVIAL NV (added shares +0.97%) and (MLM) Martin Marietta Materials Inc (new buy).
10 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Martin Marietta Materials Inc
|
new
|
+1,315,109
|
1,315,109
|
+1.44%
|
$576.70
|
-12.04%($507.25)
|
1.44%
|
2026 Q2
|
~0.25 years
|
|
|
|
Vulcan Materials Company
|
new
|
+2,447,004
|
2,447,004
|
+1.37%
|
$295.01
|
-11.34%($261.54)
|
1.37%
|
2026 Q2
|
~0.25 years
|
|
|
|
Alphabet Inc, CL-C
|
+12.25%
|
+1,084,800
|
9,938,819
|
+0.73%
|
$353.33
|
-5.74%($333.06)
|
6.65%
|
2017 Q3
|
~9.00 years
|
|
|
|
FERROVIAL NV
|
+0.97%
|
+200,227
|
20,940,441
|
+0.03%
|
$68.51
|
-15.25%($58.06)
|
2.72%
|
2024 Q2
|
~2.25 years
|
|
|
|
S&P Global Inc
|
+0.33%
|
+46,647
|
14,081,957
|
+0.04%
|
$407.26
|
+6.48%($433.66)
|
10.87%
|
2017 Q1
|
~9.50 years
|
|
|
|
Visa Inc, CL-A
|
+0.09%
|
+26,000
|
30,494,133
|
+0.02%
|
$343.09
|
+10.42%($378.86)
|
19.83%
|
2019 Q2
|
~7.25 years
|
|
|
|
GE Aerospace
|
-0.17%
|
-82,198
|
47,428,233
|
-0.07%
|
$373.73
|
-11.30%($331.50)
|
33.59%
|
2023 Q1
|
~3.50 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
-2.57%
|
-1,196,197
|
45,325,726
|
-0.23%
|
$86.62
|
+4.72%($90.70)
|
7.44%
|
2018 Q1
|
~8.50 years
|
|
|
|
Canadian National Railway Company
|
-4.23%
|
-416,512
|
9,433,422
|
-0.11%
|
$119.21
|
+2.60%($122.31)
|
2.13%
|
2018 Q3
|
~8.00 years
|
|
|
|
Microsoft Corp
|
-100%
|
-2,728,412
|
0
|
-2.24%
|
$370.17
|
+36.02%($503.49)
|
0.00%
|
2023 Q4
|
~2.50 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".