Chris Hohn - TCI Fund Management

History Stock Activity Share change % change to portfolio ▼
Q1  2021
≡ SPGI - S&P Global Inc. Add 147.79% 3,491,166 3.58
≡ VNO - Vornado Realty Trust Sell 100.00% 4,904,776 0.60
≡ CHTR - Charter Communications Reduce 1.52% 157,824 0.28
≡ BXP - Boston Properties Add 4.68% 391,600 0.11
≡ AMZN - Amazon.com Inc. Sell 100.00% 56,000 0.03
≡ KLAC - KLA Corp. Buy 30,600 0.03
≡ LRCX - Lam Research Buy 17,300 0.03
≡ MCO - Moody's Corp. Add 0.14% 9,300 0.01
Q4  2020
≡ BXP - Boston Properties Add 61.22% 3,175,236 0.98
≡ VNO - Vornado Realty Trust Reduce 50.59% 5,021,740 0.61
≡ GOOG - Alphabet Inc. CL C Reduce 0.05% 28,260 0.01
≡ CNI - Canadian Natl Railway Co. Reduce 0.14% 28,847 0.01
Q3  2020
≡ RTX - RTX Corp. Sell 100.00% 11,551,993 2.82
≡ V - Visa Inc. Add 25.34% 2,842,505 2.04
≡ BXP - Boston Properties Add 236.76% 3,646,609 1.05
≡ UNVR-OLD - Univar Solutions Inc. Sell 100.00% 12,632,780 0.84
≡ VNO - Vornado Realty Trust Add 136.96% 5,737,374 0.69
≡ MCO - Moody's Corp. Reduce 3.53% 239,750 0.25
≡ GOOG - Alphabet Inc. CL C Reduce 1.02% 609,080 0.16
≡ MSFT - Microsoft Corp. Reduce 0.98% 140,941 0.11
≡ MA - Mastercard Inc. Sell 100.00% 97,450 0.11
≡ CHTR - Charter Communications Reduce 0.33% 34,067 0.08
≡ CP - Canadian Pacific Kansas City Reduce 0.63% 355,235 0.08
≡ CNI - Canadian Natl Railway Co. Reduce 0.95% 200,105 0.08
≡ SPGI - S&P Global Inc. Reduce 2.58% 62,652 0.08
≡ AMZN - Amazon.com Inc. Reduce 50.88% 58,000 0.03
≡ ADBE - Adobe Inc. Sell 100.00% 3,430 0.01
≡ ADSK - Autodesk Inc. Sell 100.00% 5,000 0.00
Q2  2020
≡ RTN-OLD - Raytheon Co. Sell 100.00% 10,428,073 6.49
≡ V - Visa Inc. Add 52.35% 3,853,636 2.95
≡ RTX - RTX Corp. Buy 11,551,993 2.82
≡ ELV - Elevance Health Inc. Sell 100.00% 861,377 0.93
≡ GOOG - Alphabet Inc. CL C Reduce 3.70% 2,294,020 0.64
≡ VNO - Vornado Realty Trust Buy 4,189,142 0.64
≡ BXP - Boston Properties Buy 1,540,193 0.55
≡ MSFT - Microsoft Corp. Add 3.28% 458,722 0.37
≡ UNVR-OLD - Univar Solutions Inc. Reduce 20.26% 3,210,221 0.21
≡ LIN - Linde plc Sell 100.00% 167,130 0.14
≡ CNI - Canadian Natl Railway Co. Add 0.43% 90,469 0.03
≡ MCO - Moody's Corp. Reduce 0.29% 19,456 0.02
≡ UNP - Union Pacific Add 0.20% 11,895 0.01
≡ CP - Canadian Pacific Kansas City Add 0.12% 69,995 0.01
Q1  2020
≡ V - Visa Inc. Add 522.01% 6,178,207 4.72
≡ ELV - Elevance Health Inc. Reduce 78.47% 3,138,793 3.39
≡ MSFT - Microsoft Corp. Add 31.06% 3,316,986 2.48
≡ RTN-OLD - Raytheon Co. Add 53.00% 3,612,379 2.25
≡ MCO - Moody's Corp. Add 13.11% 789,784 0.79
≡ UNP - Union Pacific Add 19.79% 991,863 0.66
≡ CHTR - Charter Communications Add 2.66% 270,500 0.56
≡ SPGI - S&P Global Inc. Add 22.32% 442,532 0.51
≡ CP - Canadian Pacific Kansas City Add 2.29% 1,255,205 0.26
≡ NOC - Northrop Grumman Corp. Sell 100.00% 173,700 0.26
≡ TDG - TransDigm Group Inc. Sell 100.00% 86,480 0.21
≡ CNI - Canadian Natl Railway Co. Add 2.10% 430,988 0.16
≡ LIN - Linde plc Buy 167,130 0.14
≡ GOOG - Alphabet Inc. CL C Reduce 0.67% 416,260 0.11
≡ MA - Mastercard Inc. Buy 97,450 0.11
≡ AMZN - Amazon.com Inc. Buy 114,000 0.05
≡ UNVR-OLD - Univar Solutions Inc. Reduce 5.01% 836,199 0.04
≡ ADSK - Autodesk Inc. Reduce 95.58% 108,000 0.00
Q4  2019
≡ RTN-OLD - Raytheon Co. Add 482.61% 5,645,834 5.47
≡ GOOG - Alphabet Inc. CL C Reduce 12.04% 8,538,960 2.52
≡ EFX - Equifax Inc. Sell 100.00% 780,639 0.57
≡ CNI - Canadian Natl Railway Co. Add 7.21% 1,378,200 0.55
≡ NOC - Northrop Grumman Corp. Buy 173,700 0.26
≡ TDG - TransDigm Group Inc. Buy 86,480 0.21
≡ CP - Canadian Pacific Kansas City Add 1.58% 852,500 0.19
≡ ELV - Elevance Health Inc. Reduce 1.97% 80,427 0.11
≡ UNP - Union Pacific Add 2.66% 130,000 0.10
≡ ADBE - Adobe Inc. Buy 3,430 0.01
Q3  2019
≡ MSFT - Microsoft Corp. Reduce 34.98% 5,745,842 4.14
≡ ELV - Elevance Health Inc. Add 35.47% 1,068,512 1.33
≡ RTN-OLD - Raytheon Co. Buy 1,169,860 1.19
≡ CHTR - Charter Communications Add 4.72% 458,214 0.98
≡ CP - Canadian Pacific Kansas City Add 6.40% 3,250,595 0.75
≡ EFX - Equifax Inc. Reduce 52.23% 853,444 0.62
≡ GOOG - Alphabet Inc. CL C Add 2.03% 1,410,820 0.45
≡ GOOGL - Alphabet Inc. Add 12.42% 1,366,000 0.43
≡ V - Visa Inc. Add 36.02% 313,442 0.28
≡ UNP - Union Pacific Add 3.28% 155,000 0.13
≡ UNVR-OLD - Univar Solutions Inc. Add 5.80% 914,900 0.10
≡ ADSK - Autodesk Inc. Buy 113,000 0.09
≡ CNI - Canadian Natl Railway Co. Add 0.58% 110,290 0.05
Q2  2019
≡ GOOG - Alphabet Inc. CL C Add 45.31% 21,678,380 6.32
≡ ELV - Elevance Health Inc. Buy 3,012,085 4.59
≡ CNI - Canadian Natl Railway Co. Add 47.71% 6,134,889 3.06
≡ UNP - Union Pacific Reduce 38.47% 2,955,796 2.69
≡ FOXA - Fox Corporation Sell 100.00% 11,050,164 2.65
≡ GOOGL - Alphabet Inc. Add 180.93% 7,080,800 2.07
≡ UNVR-OLD - Univar Solutions Inc. Add 335.85% 12,147,398 1.44
≡ FOX - Fox Corporation CL B Sell 100.00% 3,516,883 0.82
≡ V - Visa Inc. Buy 870,100 0.81
≡ MSFT - Microsoft Corp. Reduce 6.09% 1,066,000 0.77
≡ CP - Canadian Pacific Kansas City Add 3.45% 1,692,855 0.43
≡ CHTR - Charter Communications Reduce 1.65% 162,745 0.35
Q1  2019
≡ FOXA - Fox Corporation Reduce 90.35% 103,452,805 24.81
≡ FOX - Fox Corporation CL B Reduce 84.15% 18,672,918 4.35
≡ CHTR - Charter Communications Reduce 16.09% 1,893,608 4.29
≡ MSFT - Microsoft Corp. Reduce 19.83% 4,326,230 3.33
≡ GOOG - Alphabet Inc. CL C Reduce 14.20% 7,916,240 3.03