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 (2024 Q1) SEC report(s): increased the number of shares of 3, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 3 securities: (GE) GENERAL ELECTRIC CO (added shares +12.39%), (GOOGL) ALPHABET INC-CL A (added shares +669.12%) and (MCO) MOODY'S CORP (added shares +1.24%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (20.72%), (CNI) CANADIAN NATL RAILWAY CO (13.12%), (CP) CANADIAN PACIFIC KANSAS CITY (12.21%), (MCO) MOODY'S CORP (12.09%) and (V) VISA INC-CLASS A SHARES (11.82%).

In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (added shares +12.39%), (CNI) CANADIAN NATL RAILWAY CO (reduced shares -1.46%), (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -1.08%) and (MCO) MOODY'S CORP (added shares +1.24%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q4 (12 results)
CHTR
CHARTER COMMUNICATIONS INC-A
-13.27%
-1,089,865
-2.57%
$284.97
4.19% $273.02
16.78%
CNI
CANADIAN NATL RAILWAY CO
+504.99%
+8,948,483
+3.32%
$74.12
71.80% $127.34
3.98%
CP
CANADIAN PACIFIC RAILWAY LTD
+59.52%
+14,618,115
+2.60%
$35.52
131.01% $82.06
6.96%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
+815.92%
+2,162,070
+0.33%
$30.70
134.07% $71.86
0.00%
GOOG
ALPHABET INC-CL C
+4.75%
+2,526,000
+0.65%
$51.78
242.39% $177.29
14.45%
GOOGL
ALPHABET INC-CL A
+13.14%
+620,000
+0.26%
$52.25
236.97% $176.06
2.25%
MCO
MOODY'S CORP
+194.49%
+2,329,606
+2.77%
$140.04
195.57% $413.92
4.19%
MSFT
MICROSOFT CORP
+65.13%
+8,605,697
+4.37%
$101.57
313.71% $420.21
11.09%
NSC
NORFOLK SOUTHERN CORP
-100.00%
-3,753,454
-3.39%
$180.50
28.24% $231.47
0.00%
PCG
P G & E CORP
-100.00%
-910,397
-0.32%
$46.01
59.57% $18.60
0.00%
SPGI
S&P GLOBAL INC
+359.03%
+1,596,335
+1.36%
$169.94
160.02% $441.88
1.74%
UNP
UNION PACIFIC CORP
+51.29%
+2,610,091
+1.81%
$138.23
77.22% $244.97
5.32%
2018 Q3 (11 results)
AABA
ALTABA INC
-100.00%
-57,057,273
-21.87%
$73.21
-
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.25%
-34,000
-0.06%
$325.88
16.22% $273.02
23.16%
CNI
CANADIAN NATL RAILWAY CO
buy
+1,772,000
+0.83%
$89.78
41.84% $127.34
0.83%
CP
CANADIAN PACIFIC RAILWAY LTD
+112.50%
+8,841,166
+2.88%
$42.36
93.73% $82.06
5.45%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
buy
+264,987
+0.05%
$37.19
93.22% $71.86
0.05%
GOOG
ALPHABET INC-CL C
-4.00%
-1,542,371
-0.69%
$59.67
197.10% $177.29
16.63%
MCO
MOODY'S CORP
+19.94%
+337,569
+0.30%
$167.20
147.56% $413.92
1.78%
MSFT
MICROSOFT CORP
-4.33%
-397,897
-0.36%
$114.37
267.41% $420.21
7.91%
NSC
NORFOLK SOUTHERN CORP
+48.47%
+1,225,366
+1.16%
$180.50
28.24% $231.47
0.00%
PCG
P G & E CORP
buy
+910,397
+0.34%
$46.01
59.57% $18.60
0.00%
UNP
UNION PACIFIC CORP
+191.88%
+3,345,294
+2.85%
$162.83
50.45% $244.97
4.34%
2018 Q2 (11 results)
1856613D
MONSANTO CO
-100.00%
-476,500
-0.26%
$116.69
-
0.00%
AABA
ALTABA INC
-28.48%
-22,716,000
-7.82%
$73.21
-
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+28.13%
+2,210,483
+4.12%
$293.21
6.89% $273.02
18.76%
CMCSA
COMCAST CORP-CLASS A
-100.00%
-11,897,380
-1.91%
$34.17
14.93% $39.27
0.00%
CP
CANADIAN PACIFIC RAILWAY LTD
+2,327.89%
+11,080,750
+1.91%
$36.69
123.67% $82.06
1.99%
GOOG
ALPHABET INC-CL C
+17.50%
+6,236,420
+2.17%
$55.78
217.82% $177.29
14.55%
NSC
NORFOLK SOUTHERN CORP
+325.96%
+1,934,588
+1.37%
$150.87
53.42% $231.47
1.79%
NWS
NEWS CORP-B
+91.74%
+10,617,156
+2.46%
$49.27
45.04% $27.08
5.14%
NWS.A
NEWS CORP-CL A
+60.11%
+30,520,684
+10.04%
$49.69
-
26.75%
TWX
TIME WARNER INC
-100.00%
-7,496,849
-3.33%
$94.58
-
0.00%
UNP
UNION PACIFIC CORP
+2,321.43%
+1,671,433
+1.11%
$141.68
72.90% $244.97
1.16%
2018 Q1 (16 results)
1856613D
MONSANTO CO
buy
+476,500
+0.31%
$116.69
-
0.00%
AABA
ALTABA INC
-7.16%
-6,150,679
-2.53%
$74.04
-
32.85%
AMBC
AMBAC FINANCIAL GROUP INC
-100.00%
-1,985,785
-0.18%
$15.98
13.27% $18.10
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+6.98%
+564,686
+1.20%
$311.22
12.27% $273.02
18.38%
CMCSA
COMCAST CORP-CLASS A
-83.21%
-58,963,191
-11.20%
$34.17
14.93% $39.27
0.00%
CP
CANADIAN PACIFIC RAILWAY LTD
buy
+476,000
+0.09%
$35.24
132.85% $82.06
0.09%
EFX
EQUIFAX INC
-100.00%
-50,000
-0.03%
$117.92
110.95% $248.75
0.00%
GOOG
ALPHABET INC-CL C
+22.99%
+7,322,509
+2.53%
$51.59
243.66% $177.29
13.54%
GOOGL
ALPHABET INC-CL A
-1.30%
-100,000
-0.03%
$51.86
239.51% $176.06
2.20%
MCO
MOODY'S CORP
+1.96%
+32,500
+0.03%
$161.30
156.62% $413.92
1.52%
MSFT
MICROSOFT CORP
+71.23%
+4,596,080
+2.92%
$91.27
360.40% $420.21
7.01%
NWS
NEWS CORP-B
+897.56%
+10,412,545
+2.11%
$36.37
25.54% $27.08
2.34%
NWS.A
NEWS CORP-CL A
+864.44%
+49,357,585
+13.08%
$36.69
-
14.59%
SPGI
S&P GLOBAL INC
+6.72%
+28,000
+0.03%
$191.06
131.28% $441.88
0.47%
TWX
TIME WARNER INC
+2,268.67%
+7,180,349
+3.78%
$94.58
-
0.00%
UNP
UNION PACIFIC CORP
-88.80%
-570,700
-0.43%
$134.43
82.23% $244.97
0.05%
50 of 323

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.