Latticework
← Chris Hohn

Chris Hohn's 2026Q1 portfolio

Chris Hohn (TCI Fund Management) held 10 positions as of Mar 31, 2026, with the largest position at 29.8% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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, 2026 (10)

  1. 1GEGeneral Electric
    % port
    29.8%
    +2.6pp vs prior Q
  2. 2VVisa Inc-class A Shares
    % port
    20.4%
    +2.3pp vs prior Q
  3. 3MCOMoody's Corp
    % port
    13.8%
    +1.2pp vs prior Q
  4. 4SPGIS&p Global Inc
    % port
    13.2%
    +1.7pp vs prior Q
  5. 5CPCanadian Pacific Kansas City
    % port
    8.1%
    +1.6pp vs prior Q
  6. 6GOOGAlphabet Inc-cl C
    % port
    5.6%
    +1.2pp vs prior Q
  7. 7(cusip)Ferrovial SE
    % port
    2.9%
    +0.4pp vs prior Q
  8. 8CNICanadian Natl Railway CO
    % port
    2.2%
    +0.4pp vs prior Q
  9. 9MSFTMicrosoft Corp
    % port
    2.2%
    -12.9pp vs prior Q
  10. 10GOOGLAlphabet Inc-cl A
    % port
    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.