One name, GE Aerospace (GE), is 33.59% of what Chris Hohn's TCI Fund Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 47.4M shares worth about $17.7B, the largest of 11 stock positions. Chris Hohn trimmed the share count by 0% in 2026 Q2.
What did the 2026 Q2 filing report for GE?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 33.59% |
| Shares | 47.4M |
| Reported value | $17.7B |
| Rank in portfolio | 1st of 11 |
| Next largest holding | V at 19.83% |
| Top three holdings | 65.72% of the book |
| Change this quarter | -0% shares |
How concentrated is Chris Hohn in GE?
GE at 33.59% is 3.7 times the average stock position in the Chris Hohn portfolio, which is 9%. The next largest holding is V at 19.83%. The three largest stocks together are 65.72% of the reported book. A quarter earlier GE was 29.85% of the book.
Where does GE sit in the Chris Hohn portfolio?
GE is the largest of 11 stock positions in the Chris Hohn portfolio at 33.59%, above the fund's average stock position of 9%. The GE cut was the 7th largest of the quarter's 10 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Chris Hohn reported 11 stock positions, with 2 opened and 1 closed. The total portfolio value is about $52.8B, up 17% from the prior quarter.
How long has Chris Hohn held GE?
Chris Hohn first reported GE in the quarter ended March 31, 2023. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Chris Hohn GE trade history page.
Did other funds buy or sell GE in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 hold GE. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyer of GE this quarter was Polen Capital Management. The largest sellers were Nicolai Tangen, Dodge & Cox Stock Fund and Eagle Capital Management. Every tracked holder of GE is on the GE ownership page.
FAQ
What share of the Chris Hohn portfolio is GE?
GE is 33.59% of the Chris Hohn portfolio as of 2026 Q2, the largest of 11 stock positions.
What is the GE stake of Chris Hohn worth?
Chris Hohn holds 47.4M shares of GE, worth about $17.7B at June 30, 2026 prices, 33.59% of the reported portfolio.
What are the largest holdings of Chris Hohn?
The largest stock positions of Chris Hohn as of 2026 Q2 are GE (33.59%), V (19.83%) and MCO (12.3%), together 65.72% of the book.
Did Chris Hohn's TCI Fund Management change its GE position in 2026 Q2?
Chris Hohn trimmed the share count by 0% in 2026 Q2.