Chris Hohn Holdings Activity

TCI Fund Management Portfolio 13F

TCI Fund Management has disclosed a total of 7 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks is Chris Hohn buying now?

In the recent quarter Chris Hohn has purchased 5 securities: (SPGI) S&P GLOBAL INC (added shares +19.04%), (V) VISA INC-CLASS A SHARES (added shares +9.9%), (GOOGL) ALPHABET INC-CL A (new buy), (MCO) MOODY'S CORP (added shares +7.71%) and (GOOG) ALPHABET INC-CL C (added shares +16.55%).

What does Chris Hohn invest in?

Chris Hohn's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (29.85%), (V) VISA INC-CLASS A SHARES (20.39%), (MCO) MOODY'S CORP (13.84%), (SPGI) S&P GLOBAL INC (13.22%) and (CP) CANADIAN PACIFIC KANSAS CITY (8.1%).

In the latest report(s) the following changes have been made to the top investments: (V) VISA INC-CLASS A SHARES (added shares +9.9%), (MCO) MOODY'S CORP (added shares +7.71%), (SPGI) S&P GLOBAL INC (added shares +19.04%) and (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -2.38%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2019 Q3 (13 results)
RTN
RAYTHEON COMPANY
buy
+1,169,860
+1.19%
$196.19
-
1.19%
ADSK
AUTODESK INC
buy
+113,000
+0.09%
$147.70
34.35% $198.43
0.09%
V
VISA INC-CLASS A SHARES
+36.02%
+313,442
+0.28%
$172.01
87.43% $322.39
1.06%
ANTM
ANTHEM INC
+35.47%
+1,068,512
+1.33%
$240.10
-
5.08%
GOOGL
ALPHABET INC-CL A
+12.42%
+1,366,000
+0.43%
$61.06
489.09% $359.68
3.92%
CP
CANADIAN PACIFIC RAILWAY LTD
+6.40%
+3,250,595
+0.75%
$44.48
102.52% $90.08
12.47%
UNVR
UNIVAR SOLUTIONS INC
+5.80%
+914,900
+0.10%
$20.76
-
1.80%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.72%
+458,214
+0.98%
$412.12
64.62% $145.82
21.76%
UNP
UNION PACIFIC CORP
+3.28%
+155,000
+0.13%
$161.98
68.35% $272.70
4.10%
GOOG
ALPHABET INC-CL C
+2.03%
+1,410,820
+0.45%
$60.95
487.63% $358.16
22.43%
CNI
CANADIAN NATL RAILWAY CO
+0.58%
+110,290
+0.05%
$89.85
32.41% $118.98
8.91%
MSFT
MICROSOFT CORP
-34.98%
-5,745,842
-4.15%
$139.03
181.05% $390.74
7.70%
EFX
EQUIFAX INC
-52.23%
-853,444
-0.62%
$140.67
16.38% $163.71
0.00%
2019 Q2 (12 results)
ANTM
ANTHEM INC
buy
+3,012,085
+4.59%
$282.21
-
4.59%
V
VISA INC-CLASS A SHARES
buy
+870,100
+0.81%
$173.55
85.76% $322.39
0.81%
UNVR
UNIVAR SOLUTIONS INC
+335.85%
+12,147,398
+1.44%
$22.04
-
1.87%
GOOGL
ALPHABET INC-CL A
+180.93%
+7,080,800
+2.07%
$54.14
564.35% $359.68
3.21%
CNI
CANADIAN NATL RAILWAY CO
+47.71%
+6,134,889
+3.06%
$92.52
28.59% $118.98
9.48%
GOOG
ALPHABET INC-CL C
+45.31%
+21,678,380
+6.32%
$54.05
562.70% $358.16
20.27%
CP
CANADIAN PACIFIC RAILWAY LTD
+3.45%
+1,692,855
+0.43%
$47.09
91.29% $90.08
12.90%
CHTR
CHARTER COMMUNICATIONS INC-A
-1.65%
-162,745
-0.35%
$395.18
63.10% $145.82
20.71%
MSFT
MICROSOFT CORP
-6.09%
-1,066,000
-0.77%
$133.96
191.68% $390.74
11.87%
UNP
UNION PACIFIC CORP
-38.47%
-2,955,796
-2.70%
$169.11
61.26% $272.70
4.31%
FOXA
FOX CORP - CLASS A
-100.00%
-11,050,164
-2.19%
$36.71
79.38% $65.85
0.00%
FOX
FOX CORP - CLASS B
-100.00%
-3,516,883
-0.68%
$35.88
64.21% $58.92
0.00%
2019 Q1 (16 results)
UNVR
UNIVAR SOLUTIONS INC
buy
+3,616,902
+0.52%
$22.16
-
0.52%
FOXA
FOX CORP - CLASS A
buy
+11,050,164
+2.65%
$36.71
79.38% $65.85
0.00%
FOX
FOX CORP - CLASS B
buy
+3,516,883
+0.82%
$35.88
64.21% $58.92
0.00%
EFX
EQUIFAX INC
buy
+1,634,083
+1.27%
$118.50
38.15% $163.71
1.27%
CP
CANADIAN PACIFIC RAILWAY LTD
+25.32%
+9,917,890
+2.67%
$41.24
118.44% $90.08
13.23%
CNI
CANADIAN NATL RAILWAY CO
+19.93%
+2,137,051
+1.25%
$89.56
32.85% $118.98
7.53%
MCO
MOODY'S CORP
+0.74%
+44,235
+0.05%
$181.09
147.31% $447.85
7.13%
UNP
UNION PACIFIC CORP
-0.20%
-15,241
-0.02%
$167.20
63.10% $272.70
8.40%
SPGI
S&P GLOBAL INC
-2.87%
-58,540
-0.08%
$210.55
98.96% $418.91
2.73%
GOOG
ALPHABET INC-CL C
-14.20%
-7,916,240
-3.04%
$58.67
510.51% $358.16
18.34%
CHTR
CHARTER COMMUNICATIONS INC-A
-16.09%
-1,893,608
-4.29%
$346.91
57.97% $145.82
22.40%
MSFT
MICROSOFT CORP
-19.83%
-4,326,230
-3.33%
$117.94
231.30% $390.74
13.48%
GOOGL
ALPHABET INC-CL A
-54.56%
-4,698,380
-1.81%
$58.84
511.24% $359.68
1.51%
NWS
NEWS CORP-B
-100.00%
-22,189,801
-6.93%
$47.78
-
0.00%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
-100.00%
-2,427,057
-0.49%
$30.70
-
0.00%
NWS.A
NEWS CORP-CL A
-100.00%
-114,502,969
-36.01%
$48.12
-
0.00%
41 of 375

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.