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%).

2025 Q1 (8 results)
GOOGL
-32.22%
-1,942,300
-0.69%
$154.64
17.69% $182.00
1.46%
GOOG
-16.06%
-2,651,321
-0.96%
$156.23
17.20% $183.10
4.99%
CNI
-9.41%
-2,794,686
-0.63%
$97.39
5.80% $103.04
6.04%
V
-0.95%
-159,625
-0.13%
$350.46
0.98% $347.02
13.44%
MCO
-0.63%
-83,662
-0.09%
$465.69
6.35% $495.28
14.13%
SPGI
-0.37%
-38,808
-0.05%
$508.10
2.79% $522.28
12.14%
GE
+3.42%
+1,571,071
+0.72%
$200.15
32.24% $264.67
21.95%
MSFT
+23.63%
+3,306,244
+2.86%
$375.39
34.75% $505.82
14.97%
2024 Q4 (5 results)
CNI
-16.21%
-5,743,513
-1.37%
$101.49
1.53% $103.04
7.11%
GE
-4.53%
-2,180,500
-0.86%
$166.79
58.68% $264.67
18.09%
GOOG
-2.48%
-420,000
-0.19%
$190.44
3.85% $183.10
7.41%
FER
+1.25%
+238,184
+0.02%
$42.04
23.70% $52.00
1.92%
MSFT
+16.71%
+2,003,047
+1.99%
$421.50
20.00% $505.82
13.91%
2024 Q3 (2 results)
CNI
-10.26%
-4,051,108
-1.08%
$117.12
12.02% $103.04
9.43%
MSFT
+13.85%
+1,458,700
+1.43%
$430.30
17.55% $505.82
11.72%
2024 Q2 (6 results)
TMO
-100.00%
-1,517,639
-2.16%
$581.21
28.08% $417.99
0.00%
GE
+2.93%
+1,371,161
+0.53%
$158.97
66.49% $264.67
18.72%
MCO
+8.59%
+1,047,858
+1.08%
$420.93
17.66% $495.28
13.63%
SPGI
+15.14%
+1,367,466
+1.49%
$446.00
17.10% $522.28
11.33%
GOOGL
+397.89%
+4,816,819
+2.14%
$182.15
0.08% $182.00
2.68%
FER
buy
+19,095,244
+1.81%
$38.85
33.86% $52.00
1.81%
2024 Q1 (8 results)
FERG
-100.00%
-436,695
-0.21%
$193.07
12.65% $217.50
0.00%
TMO
-51.77%
-1,628,743
-2.39%
$581.21
28.08% $417.99
0.00%
CNI
-1.46%
-583,928
-0.19%
$131.72
21.77% $103.04
13.12%
CP
-1.08%
-601,100
-0.13%
$88.19
8.02% $81.12
12.21%
MSFT
-1.00%
-106,275
-0.11%
$420.72
20.23% $505.82
11.17%
MCO
+1.24%
+149,300
+0.15%
$393.03
26.02% $495.28
12.09%
GE
+12.39%
+5,159,139
+2.28%
$175.53
50.78% $264.67
20.72%
GOOGL
+669.12%
+1,053,191
+0.40%
$150.93
20.59% $182.00
0.46%
2023 Q4 (8 results)
FERG
-11.00%
-53,974
-0.03%
$193.07
12.65% $217.50
0.00%
CNI
-2.00%
-816,640
-0.29%
$125.72
18.04% $103.04
14.01%
TMO
-1.47%
-46,800
-0.07%
$530.79
21.25% $417.99
4.64%
CP
-0.62%
-346,000
-0.08%
$79.14
2.51% $81.12
12.21%
SPGI
-0.29%
-26,000
-0.03%
$440.52
18.56% $522.28
11.06%
MCO
+16.19%
+1,678,594
+1.82%
$390.56
26.81% $495.28
13.08%
GOOGL
buy
+157,400
+0.06%
$139.69
30.29% $182.00
0.06%
MSFT
buy
+10,638,165
+11.12%
$376.04
34.51% $505.82
11.12%
2023 Q3 (6 results)
MSFT
-100.00%
-11,845,241
-14.63%
$340.54
48.53% $505.82
0.00%
GOOG
-8.51%
-1,575,400
-0.75%
$131.85
38.87% $183.10
8.10%
V
-5.56%
-988,982
-0.83%
$230.01
50.87% $347.02
14.02%
SPGI
-2.90%
-271,000
-0.36%
$365.41
42.93% $522.28
12.01%
MCO
-1.42%
-149,300
-0.17%
$316.17
56.65% $495.28
11.90%
TMO
+0.63%
+20,000
+0.04%
$506.17
17.42% $417.99
5.86%
43 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.