Skip to main content
HoldLens logoHoldLensConviction
Chris Hohn · quarter digest

What Chris Hohn did in Q2 2026

TCI Fund Management filed 4 moves in Q2 2026: 2 new, 1 add, 0 trim, 1 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: Concentrated activism. Quality at scale. Climate-aware capital.

New positions · 2

Fresh money

MLMMARTIN MARIETTA MATLS INC
NEW·1.6% book·+8
VMCVULCAN MATLS CO
NEW·1.5% book·+8
Adds · 1

Adding to conviction

GOOGALPHABET INC
ADD +12%·7.5% book·+2
Advertisement
Remove with Pro →
Exits · 1

Closed positions

MSFTMICROSOFT CORP
EXIT·0.0% book·−17
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

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.