Chris Hohn · quarter digest

What Chris Hohn did in Q2 2024

TCI Fund Management filed 2 moves in Q2 2024: 1 new, 1 add, 0 trim, 0 exit.

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

New positions · 1

Fresh money

ADD +10%·14.5% book·+40

“GE Aerospace build.”

Current top holdings

#	Ticker	Weight	Conviction
1	GE GE Aerospace	18.2%	+40
2	META Meta Platforms	8.2%	+3
3	GOOGL Alphabet Class A	14.6%	−26
4	MSFT Microsoft	13.1%	−8
5	V Visa	11.8%	−14
6	MCO Moody's	9.4%	+16
7	CP Canadian Pacific Kansas City	8.6%	−9

Other quarters for Chris Hohn

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