Chris Hohn - TCI Fund Management Ltd
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $45,170,870,798
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
GE - GE Aerospace 29.85 47,510,431 $283.77 $13,482,035,005 $328.00 15.59% $232.24 $348.48
V - Visa Inc. 20.39 Add 9.90% 30,468,133 $302.24 $9,208,688,518 $323.57 7.06% $293.89 $375.51
MCO - Moody's Corp. 13.84 Add 7.71% 14,334,027 $436.25 $6,253,219,279 $451.35 3.46% $402.28 $546.88
SPGI - S&P Global Inc. 13.22 Add 19.04% 14,035,310 $425.34 $5,969,778,755 $424.44 -0.21% $381.61 $579.05
CP - Canadian Pacific Kansas City Ltd. 8.10 Reduce 2.38% 46,521,923 $78.66 $3,659,637,907 $89.93 14.33% $68.42 $91.50
GOOG - Alphabet Inc. CL C 5.62 Add 16.55% 8,854,019 $286.86 $2,539,863,890 $365.76 27.50% $163.33 $404.47
FER - Ferrovial Se 2.94 20,740,214 $64.03 $1,327,927,999 $66.81 4.34% $50.10 $74.79
CNI - Canadian Natl Railway Co. 2.24 9,849,934 $102.86 $1,013,208,255 $120.38 17.03% $90.74 $122.48
MSFT - Microsoft Corp. 2.24 Reduce 83.74% 2,728,412 $370.17 $1,009,976,270 $416.67 12.56% $356.28 $555.45
GOOGL - Alphabet Inc. 1.56 Buy 2,457,000 $287.56 $706,534,920 $368.53 28.16% $162.00 $408.61
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Financial Services 47.45
Industrials 43.13
Communication Services 7.19
Technology 2.24