CH

Chris Hohn

Activist / Quality
TCI Fund Management

Founder of TCI Fund Management (The Children's Investment Fund). Runs one of the most successful activist / long-only funds in the world, with concentrated multi-year positions in high-quality infrastructure, rails, and tech platforms.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR
Total positions
5
Portfolio value
$35.40B
Top-10 concentration
67.1%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation3 sectors
Industrials50.1%
Financial Services45.8%
Basic Materials4.2%

Q2 2026 Portfolio5 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
GEGE AEROSPACE10
33.6%
$17.73B47.43M—
2
VVISA INC14
19.8%
$10.46B30.49M—
3
SPGIS&P GLOBAL INC10
10.9%
$5.74B14.08M—
4
MLMMARTIN MARIETTA MATLS INC2
1.4%
$758.4M1.32M—
5
VMCVULCAN MATLS CO5
1.4%
$721.9M2.45M—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.