Chris Hohn - TCI Fund Management

History Stock Activity Share change % change to portfolio
Q4  2023
MCO - Moody's Corp. Add 16.19% 1,678,594 1.82
MSFT - Microsoft Corp. Buy 10,638,165 11.12
GOOGL - Alphabet Inc. Buy 157,400 0.06
Q3  2023
TMO - Thermo Fisher Scientific Add 0.63% 20,000 0.04
Q2  2023
TMO - Thermo Fisher Scientific Add 280.41% 2,339,032 3.63
GE - GE Aerospace Add 59.50% 15,537,329 5.07
CNI - Canadian Natl Railway Co. Add 11.41% 4,189,128 1.51
MCO - Moody's Corp. Add 1.45% 150,838 0.16
FERG - Ferguson plc Buy 490,669 0.23
Q1  2023
TMO - Thermo Fisher Scientific Add 1208.06% 770,380 1.52
MCO - Moody's Corp. Add 12.56% 1,157,192 1.21
SPGI - S&P Global Inc. Add 1.58% 145,038 0.17
GE - GE Aerospace Buy 26,112,747 8.55
Q4  2022
MSFT - Microsoft Corp. Add 12.03% 2,391,274 1.92
MCO - Moody's Corp. Add 11.72% 966,080 0.90
SPGI - S&P Global Inc. Add 4.75% 416,252 0.47
GOOG - Alphabet Inc. CL C Add 4.02% 2,109,900 0.63
TMO - Thermo Fisher Scientific Buy 63,770 0.12
Q3  2022
GOOG - Alphabet Inc. CL C Add 5.89% 2,915,050 0.98
UNP - Union Pacific Add 5.37% 281,950 0.19
GOOGL - Alphabet Inc. Add 3.91% 601,000 0.20
MSFT - Microsoft Corp. Add 1.27% 248,642 0.20
V - Visa Inc. Add 0.06% 12,700 0.01
Q2  2022
GOOGL - Alphabet Inc. Add 34.03% 3,900,000 1.35
SPGI - S&P Global Inc. Add 28.51% 1,945,249 2.07
MSFT - Microsoft Corp. Add 13.69% 2,364,269 1.92
MCO - Moody's Corp. Add 13.18% 960,375 0.83
GOOG - Alphabet Inc. CL C Add 4.45% 2,108,940 0.73
AMAT - Applied Materials Buy 1,897,488 0.55
KLAC - KLA Corp. Buy 155,441 0.16
LRCX - Lam Research Buy 89,545 0.12
Q1  2022
SPGI - S&P Global Inc. Add 82.08% 3,075,788 3.43
MCO - Moody's Corp. Add 11.02% 723,042 0.66
MSFT - Microsoft Corp. Add 3.49% 581,722 0.49
Q4  2021
INFO-OLD - IHS Markit Ltd. Add 99.54% 3,821,464 1.14
V - Visa Inc. Add 15.82% 3,155,111 1.54
UNP - Union Pacific Add 7.42% 424,705 0.24
Q3  2021
ARE - Alexandria RE Equities Inc. Add 540.71% 881,359 0.41
V - Visa Inc. Add 41.84% 5,881,421 3.15
CNI - Canadian Natl Railway Co. Add 21.89% 6,592,022 1.83
BXP - Boston Properties Add 13.61% 1,556,357 0.41
INFO-OLD - IHS Markit Ltd. Buy 3,839,242 1.08
Q2  2021
CNI - Canadian Natl Railway Co. Add 44.93% 9,334,385 2.46
BXP - Boston Properties Add 30.60% 2,678,754 0.77
CHTR - Charter Communications Add 1.29% 132,549 0.24
ARE - Alexandria RE Equities Inc. Buy 163,000 0.07
KRC - Kilroy Realty Corp. Buy 120,083 0.02
Q1  2021
SPGI - S&P Global Inc. Add 147.79% 3,491,166 3.58
MSFT - Microsoft Corp. Add 43.10% 6,168,906 4.22
BXP - Boston Properties Add 4.68% 391,600 0.11
MCO - Moody's Corp. Add 0.14% 9,300 0.01
KLAC - KLA Corp. Buy 30,600 0.03
LRCX - Lam Research Buy 17,300 0.03
Q4  2020
BXP - Boston Properties Add 61.22% 3,175,236 0.98
Q3  2020
BXP - Boston Properties Add 236.76% 3,646,609 1.05
VNO - Vornado Realty Trust Add 136.96% 5,737,374 0.69
V - Visa Inc. Add 25.34% 2,842,505 2.04
Q2  2020
V - Visa Inc. Add 52.35% 3,853,636 2.95
MSFT - Microsoft Corp. Add 3.28% 458,722 0.37
CNI - Canadian Natl Railway Co. Add 0.43% 90,469 0.03
UNP - Union Pacific Add 0.20% 11,895 0.01
CP - Canadian Pacific Kansas City Add 0.12% 69,995 0.01
RTX - RTX Corp. Buy 11,551,993 2.82
VNO - Vornado Realty Trust Buy 4,189,142 0.64
BXP - Boston Properties Buy 1,540,193 0.55
Q1  2020
V - Visa Inc. Add 522.01% 6,178,207 4.72
RTN-OLD - Raytheon Co. Add 53.00% 3,612,379 2.25
MSFT - Microsoft Corp. Add 31.06% 3,316,986 2.48
SPGI - S&P Global Inc. Add 22.32% 442,532 0.51
UNP - Union Pacific Add 19.79% 991,863 0.66
MCO - Moody's Corp. Add 13.11% 789,784 0.79
CHTR - Charter Communications Add 2.66% 270,500 0.56
CP - Canadian Pacific Kansas City Add 2.29% 1,255,205 0.26
CNI - Canadian Natl Railway Co. Add 2.10% 430,988 0.16
LIN - Linde plc Buy 167,130 0.14
MA - Mastercard Inc. Buy 97,450 0.11
AMZN - Amazon.com Inc. Buy 114,000 0.05
Q4  2019
RTN-OLD - Raytheon Co. Add 482.61% 5,645,834 5.47
CNI - Canadian Natl Railway Co. Add 7.21% 1,378,200 0.55
UNP - Union Pacific Add 2.66% 130,000 0.10
CP - Canadian Pacific Kansas City Add 1.58% 852,500 0.19
NOC - Northrop Grumman Corp. Buy 173,700 0.26
TDG - TransDigm Group Inc. Buy 86,480 0.21
ADBE - Adobe Inc. Buy 3,430 0.01
Q3  2019
V - Visa Inc. Add 36.02% 313,442 0.28
ELV - Elevance Health Inc. Add 35.47% 1,068,512 1.33
GOOGL - Alphabet Inc. Add 12.42% 1,366,000 0.43
CP - Canadian Pacific Kansas City Add 6.40% 3,250,595 0.75
UNVR-OLD - Univar Solutions Inc. Add 5.80% 914,900 0.10
CHTR - Charter Communications Add 4.72% 458,214 0.98
UNP - Union Pacific Add 3.28% 155,000 0.13
GOOG - Alphabet Inc. CL C Add 2.03% 1,410,820 0.45
CNI - Canadian Natl Railway Co. Add 0.58% 110,290 0.05
RTN-OLD - Raytheon Co. Buy 1,169,860 1.19
ADSK - Autodesk Inc. Buy 113,000 0.09
Q2  2019
UNVR-OLD - Univar Solutions Inc. Add 335.85% 12,147,398 1.44
GOOGL - Alphabet Inc. Add 180.93% 7,080,800 2.07
CNI - Canadian Natl Railway Co. Add 47.71% 6,134,889 3.06
GOOG - Alphabet Inc. CL C Add 45.31% 21,678,380 6.32
CP - Canadian Pacific Kansas City Add 3.45% 1,692,855 0.43