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Head-to-head comparison

Chris Hohn vs Jeffrey Ubben

Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerChris %Jeffrey %
META8.2%8.1%
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Chris Hohn
No tracked moves for Jeffrey this quarter.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.