What Chris Hohn Bought in Q2 2026
TCI Fund Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$52.77B
Total Value
11
Holdings
2
New Buys
3
Reduced
In Q2 2026, Chris Hohn reported 11 long equity positions worth $52.77B in their TCI Fund Management 13F filing, including 2 new positions (largest: MARTIN MARIETTA MATLS INC at $758.4M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | 47428233 | $17.73B | 33.59% | -0.2% |
| 2 | V | VISA INC | 30494133 | $10.46B | 19.83% | +0.1% |
| 3 | MCO | MOODYS CORP | 14334027 | $6.49B | 12.30% | — |
| 4 | SPGI | S&P GLOBAL INC | 14081957 | $5.74B | 10.87% | +0.3% |
| 5 | CP | CANADIAN PACIFIC KANSAS CITY | 45325726 | $3.93B | 7.44% | -2.6% |
| 6 | GOOG | ALPHABET INC | 9938819 | $3.51B | 6.65% | +12.3% |
| 7 | FER | FERROVIAL NV | 20940441 | $1.43B | 2.72% | +1.0% |
| 8 | CNI | CANADIAN NATL RY CO | 9433422 | $1.12B | 2.13% | -4.2% |
| 9 | GOOGL | ALPHABET INC | 2457000 | $878.1M | 1.66% | — |
| 10 | MLM | MARTIN MARIETTA MATLS INC | 1315109 | $758.4M | 1.44% | NEW |
| 11 | VMC | VULCAN MATLS CO | 2447004 | $721.9M | 1.37% | NEW |