Chris Hohn - TCI Fund Management

History Stock Activity Share change % change to portfolio
Q4  2023
SPGI - S&P Global Inc. Reduce 0.29% 26,000 0.03
CP - Canadian Pacific Kansas City Reduce 0.62% 346,000 0.08
TMO - Thermo Fisher Scientific Reduce 1.47% 46,800 0.07
CNI - Canadian Natl Railway Co. Reduce 2.00% 816,640 0.29
FERG - Ferguson plc Reduce 11.00% 53,974 0.03
Q3  2023
MCO - Moody's Corp. Reduce 1.42% 149,300 0.17
SPGI - S&P Global Inc. Reduce 2.90% 271,000 0.36
V - Visa Inc. Reduce 5.56% 988,982 0.83
GOOG - Alphabet Inc. CL C Reduce 8.51% 1,575,400 0.75
MSFT - Microsoft Corp. Sell 100.00% 11,845,241 11.98
Q2  2023
V - Visa Inc. Reduce 7.80% 1,505,652 1.06
GOOG - Alphabet Inc. CL C Reduce 21.36% 5,026,006 1.81
MSFT - Microsoft Corp. Reduce 22.58% 3,453,947 3.49
Q1  2023
V - Visa Inc. Reduce 3.24% 645,000 0.50
MSFT - Microsoft Corp. Reduce 31.30% 6,969,763 6.88
GOOG - Alphabet Inc. CL C Reduce 56.86% 31,012,228 11.05
GOOGL - Alphabet Inc. Sell 100.00% 15,961,420 4.71
UNP - Union Pacific Sell 100.00% 5,191 0.00
Q4  2022
UNP - Union Pacific Reduce 99.91% 5,528,907 0.00
BXP - Boston Properties Sell 100.00% 5,220,997 1.37
Q3  2022
BXP - Boston Properties Reduce 50.58% 5,343,499 1.40
AMAT - Applied Materials Sell 100.00% 1,897,488 0.55
KLAC - KLA Corp. Sell 100.00% 155,441 0.16
LRCX - Lam Research Sell 100.00% 89,545 0.12
Q2  2022
BXP - Boston Properties Reduce 9.79% 1,146,700 0.32
CHTR - Charter Communications Sell 100.00% 2,111,453 3.13
Q1  2022
BXP - Boston Properties Reduce 6.00% 747,655 0.26
GOOGL - Alphabet Inc. Reduce 7.28% 900,000 0.34
V - Visa Inc. Reduce 13.73% 3,170,301 1.91
UNP - Union Pacific Reduce 14.54% 893,767 0.66
GOOG - Alphabet Inc. CL C Reduce 19.71% 11,639,340 4.41
CHTR - Charter Communications Reduce 78.46% 7,689,152 11.40
INFO-OLD - IHS Markit Ltd. Sell 100.00% 7,660,706 2.29
ARE - Alexandria RE Equities Inc. Sell 100.00% 1,044,359 0.52
Q4  2021
BXP - Boston Properties Reduce 4.08% 529,898 0.14
CHTR - Charter Communications Reduce 5.39% 558,487 0.82
SPGI - S&P Global Inc. Reduce 22.15% 1,066,154 1.13
Q3  2021
CHTR - Charter Communications Reduce 0.25% 26,338 0.05
SPGI - S&P Global Inc. Reduce 17.77% 1,040,022 1.06
MSFT - Microsoft Corp. Reduce 18.55% 3,800,361 2.57
KRC - Kilroy Realty Corp. Sell 100.00% 120,083 0.02
Q2  2021
UNP - Union Pacific Reduce 4.91% 295,329 0.16
KLAC - KLA Corp. Sell 100.00% 30,600 0.03
LRCX - Lam Research Sell 100.00% 17,300 0.03
Q1  2021
CHTR - Charter Communications Reduce 1.52% 157,824 0.28
VNO - Vornado Realty Trust Sell 100.00% 4,904,776 0.60
AMZN - Amazon.com Inc. Sell 100.00% 56,000 0.03
Q4  2020
GOOG - Alphabet Inc. CL C Reduce 0.05% 28,260 0.01
CNI - Canadian Natl Railway Co. Reduce 0.14% 28,847 0.01
VNO - Vornado Realty Trust Reduce 50.59% 5,021,740 0.61
Q3  2020
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
MSFT - Microsoft Corp. Reduce 0.98% 140,941 0.11
GOOG - Alphabet Inc. CL C Reduce 1.02% 609,080 0.16
SPGI - S&P Global Inc. Reduce 2.58% 62,652 0.08
MCO - Moody's Corp. Reduce 3.53% 239,750 0.25
AMZN - Amazon.com Inc. Reduce 50.88% 58,000 0.03
RTX - RTX Corp. Sell 100.00% 11,551,993 2.82
UNVR-OLD - Univar Solutions Inc. Sell 100.00% 12,632,780 0.84
MA - Mastercard Inc. Sell 100.00% 97,450 0.11
ADBE - Adobe Inc. Sell 100.00% 3,430 0.01
ADSK - Autodesk Inc. Sell 100.00% 5,000 0.00
Q2  2020
MCO - Moody's Corp. Reduce 0.29% 19,456 0.02
GOOG - Alphabet Inc. CL C Reduce 3.70% 2,294,020 0.64
UNVR-OLD - Univar Solutions Inc. Reduce 20.26% 3,210,221 0.21
RTN-OLD - Raytheon Co. Sell 100.00% 10,428,073 6.49
ELV - Elevance Health Inc. Sell 100.00% 861,377 0.93
LIN - Linde plc Sell 100.00% 167,130 0.14
Q1  2020
GOOG - Alphabet Inc. CL C Reduce 0.67% 416,260 0.11
UNVR-OLD - Univar Solutions Inc. Reduce 5.01% 836,199 0.04
ELV - Elevance Health Inc. Reduce 78.47% 3,138,793 3.39
ADSK - Autodesk Inc. Reduce 95.58% 108,000 0.00
NOC - Northrop Grumman Corp. Sell 100.00% 173,700 0.26
TDG - TransDigm Group Inc. Sell 100.00% 86,480 0.21
Q4  2019
ELV - Elevance Health Inc. Reduce 1.97% 80,427 0.11
GOOG - Alphabet Inc. CL C Reduce 12.04% 8,538,960 2.52
EFX - Equifax Inc. Sell 100.00% 780,639 0.57
Q3  2019
MSFT - Microsoft Corp. Reduce 34.98% 5,745,842 4.14
EFX - Equifax Inc. Reduce 52.23% 853,444 0.62
Q2  2019
CHTR - Charter Communications Reduce 1.65% 162,745 0.35
MSFT - Microsoft Corp. Reduce 6.09% 1,066,000 0.77
UNP - Union Pacific Reduce 38.47% 2,955,796 2.69
FOXA - Fox Corporation Sell 100.00% 11,050,164 2.65
FOX - Fox Corporation CL B Sell 100.00% 3,516,883 0.82
Q1  2019
UNP - Union Pacific Reduce 0.20% 15,241 0.02
SPGI - S&P Global Inc. Reduce 2.87% 58,540 0.08
GOOG - Alphabet Inc. CL C Reduce 14.20% 7,916,240 3.03
CHTR - Charter Communications Reduce 16.09% 1,893,608 4.29
MSFT - Microsoft Corp. Reduce 19.83% 4,326,230 3.33
GOOGL - Alphabet Inc. Reduce 54.56% 4,698,380 1.81
FOX - Fox Corporation CL B Reduce 84.15% 18,672,918 4.35
FOXA - Fox Corporation Reduce 90.35% 103,452,805 24.81
FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 2,427,057 0.37
Q4  2018
CHTR - Charter Communications Reduce 13.27% 1,801,430 2.57
NSC - Norfolk Southern Corp. Sell 100.00% 3,753,454 3.55
PCG - PG&E Corp. Sell 100.00% 1,400,611 0.34
Q3  2018
CHTR - Charter Communications Reduce 0.25% 34,000 0.06
GOOG - Alphabet Inc. CL C Reduce 4.00% 2,219,240 0.69
MSFT - Microsoft Corp. Reduce 4.33% 598,342 0.36