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Fund Managers/TCI Fund Management

Chris Hohn's Portfolio: TCI Fund Management 13F Holdings

Quarterly SEC 13F-HR filings · CIK 0001647251

Latest filing in plain English

As of the Q2 2026 13F filing (filed 2026-08-14), Chris Hohn's TCI Fund Management reported $52.8B across 11 disclosed US equity positions. The largest holdings: GE (33.6%), V (19.8%), MCO (12.3%), SPGI (10.9%), CP (7.4%). During the quarter the fund opened 2 new positions, exited 1, added to 1, and trimmed 2 — 5.1% turnover.

MethodologyOpen ↓

Parsed quarterly from SEC EDGAR 13F-HR filings. A 13F discloses the US-listed long positions (and listed options) of institutional managers with $100M+ in US equities, filed up to 45 days after quarter-end — it excludes shorts, bonds, foreign-listed shares, and anything traded since the report date. Tickers are resolved from CUSIPs via OpenFIGI with manual corrections. Q/Q change compares share counts against the prior filing; the NEW / ADD / TRIM chips and turnover come from the same quarter-over-quarter comparison. Not investment advice.

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Holdings

Q2 2026Filed Aug 14, 2026
2 New1 Increased2 Reduced1 Exited5.1% Turnover
#TickerValueWeight
1GE$17.7B33.59%
2V$10.5B19.83%
3MCO$6.5B12.3%
4SPGI$5.7B10.87%
5CP$3.9B7.44%
6GOOG$3.5B6.65%
7$1.4B2.72%
8CNR$1.1B2.13%
9GOOGL$878.1M1.66%
10MLM$758.4M1.44%
11VMC$721.9M1.37%