Rating #45
Chris Hohn
Tci Fund Management
Portfolio value
$53.65B
Stocks
9
Performance
1 Year
+25.04%
Portfolio Analysis
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Chris Hohn’s Portfolio: Q4 2025
Top9 stocks: 99.99% of the portfolio
Chris Hohn’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
Price Paid
$494.79
Buy Value
$297.09M
Portfolio % Change
1.15ppt
Price Paid
$501.12
Buy Value
$95.09M
Portfolio % Change
-1.18ppt
Price Paid
$63.65
Buy Value
$80.81M
Portfolio % Change
0.40ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  SPGI | Add +5.37% | $494.79 | $297.09M | 1.15ppt | |
2  MSFT | Add +1.14% | $501.12 | $95.09M | -1.18ppt | |
3  FER | Add +6.52% | $63.65 | $80.81M | 0.40ppt |
Chris Hohn’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  GE | Electrical Equip (No Comp) | $92.74 | 0.00% | 47.51M | $14.63B | 27.28% 0.16ppt | 4.45% | 12 Quarters | Q2 2025 | |
2  V | Other Business Services | $255.86 | Cut -1.19% | 27.72M | $9.72B | 18.12% -0.05ppt | 1.45% | 27 Quarters | Q4 2025 | |
3 MSFT | Prepackaged Software | $388.53 | Add +1.14% | 16.78M | $8.12B | 15.13% -1.18ppt | 0.23% | 33 Quarters | Q4 2025 | |
4  MCO | Consumer Credit Reporting | $248.82 | 0.00% | 13.31M | $6.80B | 12.67% 0.64ppt | 7.43% | 43 Quarters | Q3 2025 | |
5 SPGI | Consumer Credit Reporting | $373.91 | Add +5.37% | 11.79M | $6.16B | 11.48% 1.15ppt | 3.87% | 36 Quarters | Q4 2025 | |
6  CP | Railroad Operations | $80.77 | Cut -4.43% | 47.65M | $3.51B | 6.54% -0.51ppt | 5.20% | 11 Quarters | Q4 2025 | |
7  GOOG | Computer Programming & Data | $58.89 | 0.00% | 7.60M | $2.38B | 4.44% 0.93ppt | 0.06% | 34 Quarters | Q3 2025 | |
8 FER | Heavy Construction Contractors | $40.70 | Add +6.52% | 20.74M | $1.35B | 2.51% 0.40ppt | 2.81% | 7 Quarters | Q4 2025 | |
9  CNI | Railroad Operations | $98.07 | Cut -47.52% | 9.85M | $974.11M | 1.82% -1.54ppt | 1.58% | 30 Quarters | Q4 2025 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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