Portfolios of the great investors (13F)
Chris Hohn portfolio · TCI
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 52.770 M$
- Holdings
- 11
- Buys
- 4
- Sells
- 3
| Martin Marietta Matls Inc | new |
| Vulcan Matls Co | new |
| Alphabet Inc (C) | increased 12% |
| Ferrovial Nv | increased 1% |
| Microsoft Corp | sold out |
| Canadian Pacific Kansas City | reduced -3% |
| Canadian Natl Ry Co | reduced -4% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Ge Aerospace | 33,6% | 17.725 M$ | 47.428.233 | |
| Visa Inc (A) | 19,8% | 10.462 M$ | 30.494.133 | |
| Moodys Corp | 12,3% | 6.492 M$ | 14.334.027 | |
| S&P Global Inc | 10,9% | 5.735 M$ | 14.081.957 | |
| Canadian Pacific Kansas City | 7,4% | 3.926 M$ | 45.325.726 | reduced -3% |
| Alphabet Inc (C) | 6,7% | 3.512 M$ | 9.938.819 | increased 12% |
| Ferrovial Nv | 2,7% | 1.435 M$ | 20.940.441 | increased 1% |
| Canadian Natl Ry Co | 2,1% | 1.125 M$ | 9.433.422 | reduced -4% |
| Alphabet Inc (A) | 1,7% | 878 M$ | 2.457.000 | |
| Martin Marietta Matls Inc | 1,4% | 758 M$ | 1.315.109 | new |
| Vulcan Matls Co | 1,4% | 722 M$ | 2.447.004 | new |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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