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← Chris Hohn

Chris Hohn's 2025Q1 portfolio

Chris Hohn (TCI Fund Management) held 10 positions as of Mar 31, 2025, with the largest position at 22.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (10)

  1. 1GEGeneral Electric
    % port
    22.0%
    +3.9pp vs prior Qnow 29.8%
  2. 2MSFTMicrosoft Corp
    % port
    15.0%
    +1.1pp vs prior Qnow 2.2%
  3. 3MCOMoody's Corp
    % port
    14.1%
    -0.7pp vs prior Qnow 13.8%
  4. 4VVisa Inc-class A Shares
    % port
    13.4%
    +0.9pp vs prior Qnow 20.4%
  5. 5SPGIS&p Global Inc
    % port
    12.1%
    now 13.2%
  6. 6CPCanadian Pacific Kansas City
    % port
    8.9%
    -0.5pp vs prior Qnow 8.1%
  7. 7CNICanadian Natl Railway CO
    % port
    6.0%
    -1.1pp vs prior Qnow 2.2%
  8. 8GOOGAlphabet Inc-cl C
    % port
    5.0%
    -2.4pp vs prior Qnow 5.6%
  9. 9(cusip)Ferrovial SE
    % port
    2.0%
    now 2.9%
  10. 10GOOGLAlphabet Inc-cl A
    % port
    1.5%
    -1.2pp vs prior Qnow 1.6%

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.