Question 1

What stocks did Chris Hohn buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Chris Hohn added 2 new positions and increased 4 existing holdings, totaling $22.62B in buy activity. New positions alone account for $1.48B.

Question 2

What was Chris Hohn's biggest new buy?

Accepted Answer

Chris Hohn's largest new position in the Q2 '26 filing was MARTIN MARIETTA MATLS INC (MLM) at $758.4M, representing 1.44% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
MLM	MARTIN MARIETTA MATLS INC	1315109	$758.4M	1.44%
VMC	VULCAN MATLS CO	2447004	$721.9M	1.37%

Ticker	Company	Shares	Value	% Portfolio	Change
V	VISA INC	30494133	$10.46B	19.83%	+0.1%
SPGI	S&P GLOBAL INC	14081957	$5.74B	10.87%	+0.3%
GOOG	ALPHABET INC	9938819	$3.51B	6.65%	+12.3%
FER	FERROVIAL NV	20940441	$1.43B	2.72%	+1.0%

Chris Hohn — Recent Buys

New positions (2)

Increased positions (4)