AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
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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%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.
Jeffrey Ubben
  • METAADD +10%
    Activist continuing to build META exposure.
  • ENPHNEW
    New solar position.

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