Chris Hohn · quarter digest

What Chris Hohn did in Q1 2024

TCI Fund Management filed 1 moves in Q1 2024: 0 new, 1 add, 0 trim, 0 exit.

13F filed 2024-05-15. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 1

Adding to conviction

ADD +6%·13.5% book·+41

“GE Aerospace early add.”

Current top holdings

#	Ticker	Weight	Conviction
1	GE GE Aerospace	18.2%	+41
2	META Meta Platforms	8.2%	+5
3	GOOGL Alphabet Class A	14.6%	−9
4	MSFT Microsoft	13.1%	+6
5	V Visa	11.8%	+8
6	MCO Moody's	9.4%	+15
7	CP Canadian Pacific Kansas City	8.6%	0

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.