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Chris Hohn - TCI Fund Management

As of Q2 2026, Chris Hohn reported 11 long-equity positions worth $52.77B in aggregate.

Copy-investor backtest

Latest quarter
+13.67%
1-year
+10.60%
3-year
+68.58%
5-year
+58.91%
3-year vs S&P 500
-4.66%
5-year vs S&P 500
-14.78%
5-year top 5
+52.19%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
MSFTMICROSOFT CORPSold0$0-
CPCANADIAN PACIFIC KANSAS CITYReduce -2.6%7.44%45,325,726$3.93B$86.62$76.99 - $91.49(66%)$78.02 -> $86.64
CNICANADIAN NATL RY COReduce -4.2%2.13%9,433,422$1.12B$119.21$102.55 - $122.45(84%)$103.25 -> $119.24
GEGE AEROSPACEReduce -0.2%33.59%47,428,233$17.73B$373.73$268.91 - $379.67(95%)$292.68 -> $373.47