Chris Hohn
Chris Hohn runs TCI Fund Management. At the end of Q2 2026 the fund reported $52.8B of US stocks in its SEC 13F filing, led by GE (33.6%), V (19.8%), MCO (12.3%).
Biggest holdings (Q2 2026)
| Stock | Share of fund | Change this quarter |
|---|
| GE GE AEROSPACE | 33.6% | |
| V VISA INC | 19.8% | |
| MCO MOODYS CORP | 12.3% | |
| SPGI S&P GLOBAL INC | 10.9% | |
| CP CANADIAN PACIFIC KANSAS CITY | 7.4% | |
| GOOG ALPHABET INC | 6.7% | |
| FERROVIAL NV | 2.7% | |
| CNI CANADIAN NATL RY CO | 2.1% | |
| GOOGL ALPHABET INC | 1.7% | |
| MLM MARTIN MARIETTA MATLS INC | 1.4% | New position |
| VMC VULCAN MATLS CO | 1.4% | New position |
Big investment managers must list their US stock holdings with the SEC every quarter, up to 45 days after it ends. A 13F shows long stock positions only (no short bets, and few options), and it is how things stood on the last day of the quarter, not today.
What changed last quarter
- Sold out of MICROSOFT CORP
- Opened a position in MARTIN MARIETTA MATLS INC (now 1.4% of the fund)
- Opened a position in VULCAN MATLS CO (now 1.4% of the fund)
All insider buys · Legends · Executives
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