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Chris Hohn · quarter digest

What Chris Hohn did in Q2 2025

TCI Fund Management filed 6 moves in Q2 2025: 0 new, 3 add, 3 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

Adds · 3

Adding to conviction

ADD +8%·17.4% book·+41

“Building GE Aerospace.”

VVISA INC
ADD +15%·15.1% book·−14
ADD +30%·4.2% book·−2

“First major META add — 3 Q consecutive building.”

Trims · 3

Taking chips off

CNICANADIAN NATL RY CO
TRIM -15%·5.3% book·−3
GOOGALPHABET INC
TRIM -6%·5.1% book·+2
GOOGLALPHABET INC
TRIM -23%·1.2% book·−27
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.

Deep dive

Reading for your research

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