Chris Hohn · quarter digest

What Chris Hohn did in Q2 2025

TCI Fund Management filed 6 moves in Q2 2025: 0 new, 3 add, 3 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 3

Adding to conviction

ADD +8%·17.4% book·+40

“Building GE Aerospace.”

VVISA INC

ADD +15%·15.1% book·−14

CNICANADIAN NATL RY CO

TRIM -15%·5.3% book·−3

GOOGALPHABET INC

TRIM -6%·5.1% book·−1

GOOGLALPHABET INC

TRIM -23%·1.2% book·−26

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.