Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 8 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 6 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 2 securities: (MSFT) MICROSOFT CORP (added shares +23.63%) and (GE) GENERAL ELECTRIC CO (added shares +3.42%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (21.95%), (MSFT) MICROSOFT CORP (14.97%), (MCO) MOODY'S CORP (14.13%), (V) VISA INC-CLASS A SHARES (13.44%) and (SPGI) S&P GLOBAL INC (12.14%).

In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (added shares +3.42%), (MSFT) MICROSOFT CORP (added shares +23.63%), (MCO) MOODY'S CORP (reduced shares -0.63%), (V) VISA INC-CLASS A SHARES (reduced shares -0.95%) and (SPGI) S&P GLOBAL INC (reduced shares -0.37%).

2019 Q4 (10 results)
ADBE
buy
+3,430
+0.01%
$329.74
10.19% $363.35
0.01%
TDG
buy
+86,480
+0.21%
$560.00
175.54% $1,543.04
0.00%
NOC
buy
+173,700
+0.26%
$343.97
49.61% $514.60
0.00%
RTN
+482.61%
+4,544,896
+5.47%
$218.83
-
6.60%
CNI
+7.21%
+1,150,797
+0.55%
$90.44
16.32% $105.20
8.19%
UNP
+2.66%
+102,700
+0.10%
$180.79
30.04% $235.10
4.01%
CP
+1.58%
+852,500
+0.19%
$50.97
60.28% $81.70
12.38%
ANTM
-1.97%
-80,427
-0.11%
$302.03
59.78% $482.58
5.35%
GOOG
-12.04%
-8,538,960
-2.53%
$66.85
171.22% $181.31
18.45%
EFX
-100.00%
-780,639
-0.49%
$140.67
83.88% $258.66
0.00%
2019 Q3 (13 results)
RTN
buy
+1,169,860
+1.19%
$196.19
-
1.19%
ADSK
buy
+113,000
+0.09%
$147.70
89.84% $280.39
0.09%
V
+36.02%
+271,127
+0.28%
$172.01
102.27% $347.93
1.06%
ANTM
+35.47%
+988,373
+1.33%
$240.10
100.99% $482.58
5.08%
GOOGL
+12.42%
+1,366,000
+0.43%
$61.06
195.12% $180.19
3.92%
CP
+6.40%
+2,958,041
+0.75%
$44.48
83.68% $81.70
12.47%
UNVR
+5.80%
+914,900
+0.10%
$20.76
74.08% $36.14
1.80%
CHTR
+4.72%
+458,214
+0.98%
$412.12
4.83% $392.20
21.76%
UNP
+3.28%
+155,000
+0.13%
$161.98
45.14% $235.10
4.10%
GOOG
+2.03%
+1,410,820
+0.45%
$60.95
197.47% $181.31
22.43%
CNI
+0.58%
+110,290
+0.05%
$89.85
17.08% $105.20
8.91%
MSFT
-34.98%
-5,142,528
-4.15%
$139.03
262.02% $503.32
7.70%
EFX
-52.23%
-853,444
-0.62%
$140.67
83.88% $258.66
0.00%
2019 Q2 (12 results)
ANTM
buy
+3,012,085
+4.59%
$282.21
71.00% $482.58
4.59%
V
buy
+817,894
+0.81%
$173.55
100.48% $347.93
0.81%
UNVR
+335.85%
+12,147,398
+1.44%
$22.04
63.97% $36.14
1.87%
GOOGL
+180.93%
+7,080,800
+2.07%
$54.14
232.82% $180.19
3.21%
CNI
+47.71%
+6,042,865
+3.06%
$92.52
13.70% $105.20
9.48%
GOOG
+45.31%
+21,678,380
+6.32%
$54.05
235.48% $181.31
20.27%
CP
+3.45%
+1,692,855
+0.43%
$47.09
73.49% $81.70
12.90%
CHTR
-1.65%
-162,745
-0.35%
$395.18
0.75% $392.20
20.71%
MSFT
-6.09%
-1,066,000
-0.77%
$133.96
275.72% $503.32
11.87%
UNP
-38.47%
-2,955,796
-2.70%
$169.11
39.02% $235.10
4.31%
FOX
-100.00%
-1,863,947
-0.68%
$35.88
41.00% $50.59
0.00%
FOXA
-100.00%
-11,050,164
-2.19%
$36.71
50.12% $55.11
0.00%
35 of 344

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.