What did Chris Hohn buy in Q2 2026?

Chris Hohn opened 2 new positions (MLM, VMC) and added to 0 existing holdings in the Q2 2026 13F.

What did Chris Hohn sell in Q2 2026?

Chris Hohn exited 1 position (MSFT) and trimmed 0.

What Chris Hohn bought and sold in Q2 2026

In Q2 2026, Chris Hohn (TCI Fund Management) opened 2 new positions — including MLM (1.4%), VMC (1.4%), exited 1 (MSFT). The book stood at $52.77B across 11 positions, filed Aug 14, 2026.

2New0Added0Trimmed1Exited

Share𝕏 in

New positions (2)

MLMMartin Marietta Materials1.4% · $758M
VMCVulcan Materials CO1.4% · $722M

Exited (1)

MSFTMicrosoft Corpwas 2.2% of book

Chris Hohn's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Chris Hohn's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.