---
title: Chris Hohn (TCI Fund Management Ltd) — 13F holdings
canonical: https://sweetvaluelab.com/investors/chris-hohn
cik: 0001647251
quarter: 2026-06-30
filed: 2026-08-14
---
# Chris Hohn — TCI Fund Management Ltd

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 11 positions worth $52.8B. Against the quarter ended Mar 31, 2026: 2 bought, 4 added to, 2 unchanged, 3 reduced, 1 sold. The top five are 84% of the portfolio, the top ten 99%; 9 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GE | GE AEROSPACE | 47,428,233 | $17.7B | 33.6% | reduced (-0%) |
| V | VISA INC | 30,494,133 | $10.5B | 19.8% | added (+0%) |
| MCO | MOODYS CORP | 14,334,027 | $6.5B | 12.3% | held (0%) |
| SPGI | S&P GLOBAL INC | 14,081,957 | $5.7B | 10.9% | added (+0%) |
| CP | CANADIAN PACIFIC KANSAS CITY | 45,325,726 | $3.9B | 7.4% | reduced (-3%) |
| GOOG | ALPHABET INC | 9,938,819 | $3.5B | 6.7% | added (+12%) |
| FER | FERROVIAL NV | 20,940,441 | $1.4B | 2.7% | added (+1%) |
| CNI | CANADIAN NATL RY CO | 9,433,422 | $1.1B | 2.1% | reduced (-4%) |
| GOOGL | ALPHABET INC | 2,457,000 | $878.1M | 1.7% | held (0%) |
| MLM | MARTIN MARIETTA MATLS INC | 1,315,109 | $758.4M | 1.4% | bought |
| VMC | VULCAN MATLS CO | 2,447,004 | $721.9M | 1.4% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| MSFT | MICROSOFT CORP | 0 | 2,728,412 | sold | −$1.0B | $0 |
| MLM | MARTIN MARIETTA MATLS INC | 1,315,109 | 0 | bought | +$758.4M | $758.4M |
| VMC | VULCAN MATLS CO | 2,447,004 | 0 | bought | +$721.9M | $721.9M |
| GOOG | ALPHABET INC | 9,938,819 | 8,854,019 | added (+12%) | +$383.3M | $3.5B |
| CP | CANADIAN PACIFIC KANSAS CITY | 45,325,726 | 46,521,923 | reduced (-3%) | −$103.6M | $3.9B |
| CNI | CANADIAN NATL RY CO | 9,433,422 | 9,849,934 | reduced (-4%) | −$49.7M | $1.1B |
| GE | GE AEROSPACE | 47,428,233 | 47,510,431 | reduced (-0%) | −$30.7M | $17.7B |

---

Source: https://sweetvaluelab.com/investors/chris-hohn (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.