TCI Fund Management Ltd activity
Every position Chris Hohn opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
2
Add
4
Reduce
3
Exit
1
10 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| MLM | New | 0% to 1.4% | $758M | Q1→Q2 |
| VMC | New | 0% to 1.4% | $722M | Q1→Q2 |
| MSFT | Exit | 2.2% to 0% | $1B | Q1→Q2 |
| SPGI | Add | 13.2% to 10.9% | +0.3% sh | Q1→Q2 |
| GOOG | Add | 5.6% to 6.7% | +12.3% sh | Q1→Q2 |
| V | Add | 20.4% to 19.8% | +0.1% sh | Q1→Q2 |
| FER | Add | 2.9% to 2.7% | +1.0% sh | Q1→Q2 |
| GE | Reduce | 29.9% to 33.6% | −0.2% sh | Q1→Q2 |
| CP | Reduce | 8.1% to 7.4% | −2.6% sh | Q1→Q2 |
| CNI | Reduce | 2.2% to 2.1% | −4.2% sh | Q1→Q2 |