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Chris Hohn · quarter digest

What Chris Hohn did in Q4 2024

TCI Fund Management filed 4 moves in Q4 2024: 0 new, 3 add, 1 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 3

Adding to conviction

ADD +10%·17.5% book·+41

Building GE Aerospace.

MSFTMICROSOFT CORP
ADD +17%·15.8% book·+2
ADD +38%·3.5% book·−4

TCI accelerating META build.

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Trims · 1

Taking chips off

CNICANADIAN NATL RY CO
TRIM -16%·8.1% book·+2
Current top holdings

Chris Hohn’s book, latest snapshot

#TickerWeight
1GE
GE Aerospace
18.2%
2META
Meta Platforms
8.2%
3GOOGL
Alphabet Class A
14.6%
4MSFT
Microsoft
13.1%
5V
Visa
11.8%
6MCO
Moody's
9.4%
7CP
Canadian Pacific Kansas City
8.6%
Other quarters for Chris Hohn

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.