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← Chris Hohn

Chris Hohn's 2025Q4 portfolio

Chris Hohn (TCI Fund Management) held 9 positions as of Dec 31, 2025, with the largest position at 27.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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, 2025 (9)

  1. 1GEGeneral Electric
    % port
    27.3%
    +0.2pp vs prior Qnow 29.8%
  2. 2VVisa Inc-class A Shares
    % port
    18.1%
    now 20.4%
  3. 3MSFTMicrosoft Corp
    % port
    15.1%
    -1.2pp vs prior Qnow 2.2%
  4. 4MCOMoody's Corp
    % port
    12.7%
    +0.6pp vs prior Qnow 13.8%
  5. 5SPGIS&p Global Inc
    % port
    11.5%
    +1.2pp vs prior Qnow 13.2%
  6. 6CPCanadian Pacific Kansas City
    % port
    6.5%
    -0.5pp vs prior Qnow 8.1%
  7. 7GOOGAlphabet Inc-cl C
    % port
    4.4%
    +0.9pp vs prior Qnow 5.6%
  8. 8(cusip)Ferrovial SE
    % port
    2.5%
    +0.4pp vs prior Qnow 2.9%
  9. 9CNICanadian Natl Railway CO
    % port
    1.8%
    -1.5pp vs prior Qnow 2.2%

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.