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Chris Hohn · quarter digest

What Chris Hohn did in Q2 2024

TCI Fund Management filed 4 moves in Q2 2024: 1 new, 3 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

← Q1 2024Q2 2024 · fleet digestQ3 2024 →
New positions · 1

Fresh money

META
NEW·2.0% book·+5

“TCI's first META position.”

Adds · 3

Adding to conviction

MCOMOODYS CORP
ADD +9%·15.4% book·+15
GE
ADD +10%·14.5% book·+41

“GE Aerospace build.”

GOOGLALPHABET INC
ADD +398%·3.0% book·−9
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Current top holdings

Chris Hohn’s book, latest snapshot

#TickerWeight
1GE
GE Aerospace
18.2%
2META
Meta Platforms
8.2%
3GOOGL
Alphabet Class A
14.6%
4MSFT
Microsoft
13.1%
5V
Visa
11.8%
6MCO
Moody's
9.4%
7CP
Canadian Pacific Kansas City
8.6%

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