LatticeworkTHE EVIDENCE DESK

Manager Evidence

What did Chris Hohn actually do?

A source-backed history of material decisions from TCI Fund Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions
9
Stocks observed
4
Outcomes observed
9

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

  1. Q2 2026

    filed Aug 14, 2026

    45d lag

    MSFTEXITEXIT

    Chris Hohn · 2.2% of reported portfolio

    Original SEC filing ↗

    +8.1% vs SPY

    34 sessions after disclosure

    direction not supported so far

  2. Q1 2026

    filed May 15, 2026

    45d lag

    MSFTTRIM-83.7%

    Chris Hohn · 15.1% of reported portfolio

    Original SEC filing ↗

    +8.8% vs SPY

    63 sessions after disclosure

    direction not supported so far

  3. Q1 2026

    filed May 15, 2026

    45d lag

    GOOGLNEWNEW

    Chris Hohn · 1.6% of reported portfolio

    Original SEC filing ↗

    -18.2% vs SPY

    63 sessions after disclosure

    direction not supported so far

  4. Q3 2025

    filed Nov 14, 2025

    45d lag

    VADD+47.1%

    Chris Hohn · 18.2% of reported portfolio

    Original SEC filing ↗

    -4.9% vs SPY

    63 sessions after disclosure

    direction not supported so far

  5. Q3 2025

    filed Nov 14, 2025

    45d lag

    GOOGTRIM-41.4%

    Chris Hohn · 4.5% of reported portfolio

    Original SEC filing ↗

    +3.1% vs SPY

    63 sessions after disclosure

    direction not supported so far

  6. Q3 2025

    filed Nov 14, 2025

    45d lag

    GOOGLEXITEXIT

    Chris Hohn · 1.1% of reported portfolio

    Original SEC filing ↗

    +3.1% vs SPY

    63 sessions after disclosure

    direction not supported so far

  7. Q2 2025

    filed Aug 14, 2025

    45d lag

    GOOGLTRIM-22.8%

    Chris Hohn · 1.5% of reported portfolio

    Original SEC filing ↗

    +34.2% vs SPY

    63 sessions after disclosure

    direction not supported so far

  8. Q1 2025

    filed May 15, 2025

    45d lag

    MSFTADD+23.6%

    Chris Hohn · 15.0% of reported portfolio

    Original SEC filing ↗

    +5.9% vs SPY

    63 sessions after disclosure

    direction supported so far

  9. Q1 2025

    filed May 15, 2025

    45d lag

    GOOGLTRIM-32.2%

    Chris Hohn · 2.7% of reported portfolio

    Original SEC filing ↗

    +14.2% vs SPY

    63 sessions after disclosure

    direction not supported so far

Latticework Follow

Follow Chris Hohn

Email me only when a reviewed weekly edition contains a material new decision about Chris Hohn: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.