Chris Hohn

TCI Fund Management Ltd

as of Sep 30, 2024 · filed Nov 14, 2024 · 45-day reporting lag · historical report

Source filings

13F-HR 0001647251-24-000011

QuarterCompare any two quarters

Portfolio value$44.0B 7.6% vs. previous quarter

Positions90 new · 0 sold

Top 569.5%largest GE at 20.6%

Largest moveCNIReduced · -2.0% weight shift

Concentration

How much of the portfolio the biggest positions add up to. Hover the curve, or focus it and use the arrow keys, to inspect each rank.

Longest held

One block per imported quarter, oldest at the left. A full row means held in all of them, not that the position began there.

53%held throughout

MCO26

SPGI26

V26

CNI26

GOOG26

Top 3 moves

CNI−2.0%

GE+1.9%

GOOG−1.6%

No new positions and no positions sold; the largest portfolio-weight shift was CNI losing 2.0% of portfolio weight.

Holdings

Reported price is value divided by shares, the manager’s quarter-end mark rather than a traded price.

Sorted by portfolio weight, high to low

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Reported holdings for Q3 2024

GEGE AerospaceIndustrials	20.6%+1.9%	Unchanged	48,180,376	$188.58	$9.09B
MCOMOODY'S CORPConsumer Discretionary	14.3%+0.7%	Unchanged	13,246,769	$474.59	$6.29B
SPGIS&P GLOBAL INCConsumer Discretionary	12.2%+0.9%	Unchanged	10,400,077	$516.62	$5.37B
MSFTMICROSOFT CORPInformation Technology	11.7%+0.2%	Increased13.9%	11,990,590	$430.30	$5.16B
CPCANADIAN PACIFIC KANSAS CITYIndustrials	10.7%+0.1%	Unchanged	54,913,285	$85.53	$4.70B
VVISA INC-CLASS A SHARESFinancials	10.5%-0.3%	Unchanged	16,797,187	$274.95	$4.62B
CNICANADIAN NATL RAILWAY COIndustrials	9.4%-2.0%	Reduced10.3%	35,437,277	$117.12	$4.15B
GOOGALPHABET INCCommunication ServicesGOOG · GOOGLSupply chain (as of Q2 2026)	8.7%-1.6%	Unchanged	GOOG16,927,056GOOGL6,027,410	GOOG$167.19GOOGL$165.85	$3.83B
Ticker unavailableFERROVIAL SEUnclassified	1.9%+0.1%	Unchanged	19,095,244	$42.96	$820.3M