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← Chris Hohn

Chris Hohn's 2024Q4 portfolio

Chris Hohn (TCI Fund Management) held 10 positions as of Dec 31, 2024, with the largest position at 18.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (10)

  1. 1GEGeneral Electric
    % port
    18.1%
    -2.6pp vs prior Qnow 29.8%
  2. 2MCOMoody's Corp
    % port
    14.8%
    +0.5pp vs prior Qnow 13.8%
  3. 3MSFTMicrosoft Corp
    % port
    13.9%
    +2.2pp vs prior Qnow 2.2%
  4. 4VVisa Inc-class A Shares
    % port
    12.5%
    +2.0pp vs prior Qnow 20.4%
  5. 5SPGIS&p Global Inc
    % port
    12.2%
    now 13.2%
  6. 6CPCanadian Pacific Kansas City
    % port
    9.4%
    -1.3pp vs prior Qnow 8.1%
  7. 7GOOGAlphabet Inc-cl C
    % port
    7.4%
    +1.0pp vs prior Qnow 5.6%
  8. 8CNICanadian Natl Railway CO
    % port
    7.1%
    -2.3pp vs prior Qnow 2.2%
  9. 9GOOGLAlphabet Inc-cl A
    % port
    2.7%
    +0.4pp vs prior Qnow 1.6%
  10. 10(cusip)Ferrovial SE
    % port
    1.9%
    now 2.9%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.