Chris Hohn - TCI Fund Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q1  2019 | ≡ | UNP - Union Pacific | Reduce 0.20% | 15,241 | 0.02 | ≡ | SPGI - S&P Global Inc. | Reduce 2.87% | 58,540 | 0.08 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 14.20% | 7,916,240 | 3.03 | ≡ | CHTR - Charter Communications | Reduce 16.09% | 1,893,608 | 4.29 | ≡ | MSFT - Microsoft Corp. | Reduce 19.83% | 4,326,230 | 3.33 | ≡ | GOOGL - Alphabet Inc. | Reduce 54.56% | 4,698,380 | 1.81 | ≡ | FOX - Fox Corporation CL B | Reduce 84.15% | 18,672,918 | 4.35 | ≡ | FOXA - Fox Corporation | Reduce 90.35% | 103,452,805 | 24.81 | ≡ | FWONK - Liberty Media Corp Formula One Series C | Sell 100.00% | 2,427,057 | 0.37 |
Q4  2018 | ≡ | FWONK - Liberty Media Corp Formula One Series C | Add 815.92% | 2,162,070 | 0.33 | ≡ | CNI - Canadian Natl Railway Co. | Add 504.99% | 8,948,483 | 3.32 | ≡ | SPGI - S&P Global Inc. | Add 359.03% | 1,596,335 | 1.36 | ≡ | MCO - Moody's Corp. | Add 194.49% | 3,948,485 | 2.77 | ≡ | MSFT - Microsoft Corp. | Add 65.13% | 8,605,697 | 4.37 | ≡ | CP - Canadian Pacific Kansas City | Add 59.52% | 14,618,115 | 2.60 | ≡ | UNP - Union Pacific | Add 51.29% | 2,610,091 | 1.80 | ≡ | GOOGL - Alphabet Inc. | Add 13.14% | 1,000,000 | 0.26 | ≡ | GOOG - Alphabet Inc. CL C | Add 4.75% | 2,526,000 | 0.65 | ≡ | CHTR - Charter Communications | Reduce 13.27% | 1,801,430 | 2.57 | ≡ | NSC - Norfolk Southern Corp. | Sell 100.00% | 3,753,454 | 3.55 | ≡ | PCG - PG&E Corp. | Sell 100.00% | 1,400,611 | 0.34 |
Q3  2018 | ≡ | UNP - Union Pacific | Add 191.88% | 3,345,294 | 2.85 | ≡ | CP - Canadian Pacific Kansas City | Add 112.50% | 13,001,715 | 2.89 | ≡ | NSC - Norfolk Southern Corp. | Add 48.47% | 1,225,366 | 1.16 | ≡ | MCO - Moody's Corp. | Add 19.94% | 337,569 | 0.30 | ≡ | CNI - Canadian Natl Railway Co. | Buy | 1,772,000 | 0.83 | ≡ | PCG - PG&E Corp. | Buy | 1,400,611 | 0.34 | ≡ | FWONK - Liberty Media Corp Formula One Series C | Buy | 264,987 | 0.05 | ≡ | CHTR - Charter Communications | Reduce 0.25% | 34,000 | 0.06 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 4.00% | 2,219,240 | 0.69 | ≡ | MSFT - Microsoft Corp. | Reduce 4.33% | 598,342 | 0.36 | ≡ | AABA - Altaba Inc. | Sell 100.00% | 57,057,273 | 19.64 |
Q2  2018 | ≡ | CP - Canadian Pacific Kansas City | Add 2327.89% | 11,080,750 | 1.91 | ≡ | UNP - Union Pacific | Add 2321.43% | 1,671,433 | 1.11 | ≡ | NSC - Norfolk Southern Corp. | Add 325.96% | 1,934,588 | 1.37 | ≡ | FOX - Fox Corporation CL B | Add 91.74% | 10,617,156 | 2.46 | ≡ | FOXA - Fox Corporation | Add 60.11% | 42,986,879 | 10.04 | ≡ | CHTR - Charter Communications | Add 28.13% | 2,987,140 | 4.12 | ≡ | GOOG - Alphabet Inc. CL C | Add 17.50% | 8,260,160 | 2.17 | ≡ | AABA - Altaba Inc. | Reduce 28.48% | 22,716,000 | 7.82 | ≡ | TWX - Time Warner Inc. | Sell 100.00% | 7,496,849 | 3.94 | ≡ | CMCSA - Comcast Corp. | Sell 100.00% | 11,897,380 | 2.26 | ≡ | MON-OLD - Monsanto Co. | Sell 100.00% | 476,500 | 0.31 |
Q1  2018 | ≡ | TWX - Time Warner Inc. | Add 2268.67% | 7,180,349 | 3.77 | ≡ | FOX - Fox Corporation CL B | Add 897.56% | 10,412,545 | 2.11 | ≡ | FOXA - Fox Corporation | Add 864.44% | 64,100,760 | 13.08 | ≡ | MSFT - Microsoft Corp. | Add 71.23% | 5,745,100 | 2.92 | ≡ | GOOG - Alphabet Inc. CL C | Add 22.99% | 8,822,300 | 2.53 | ≡ | CHTR - Charter Communications | Add 6.98% | 692,867 | 1.20 | ≡ | SPGI - S&P Global Inc. | Add 6.72% | 28,000 | 0.03 | ≡ | MCO - Moody's Corp. | Add 1.96% | 32,500 | 0.03 | ≡ | MON-OLD - Monsanto Co. | Buy | 476,500 | 0.31 | ≡ | CP - Canadian Pacific Kansas City | Buy | 476,000 | 0.09 | ≡ | GOOGL - Alphabet Inc. | Reduce 1.30% | 100,000 | 0.03 | ≡ | AABA - Altaba Inc. | Reduce 7.16% | 6,150,679 | 2.53 | ≡ | CMCSA - Comcast Corp. | Reduce 83.21% | 58,963,191 | 11.20 | ≡ | UNP - Union Pacific | Reduce 88.80% | 570,700 | 0.40 | ≡ | AMBC - Ambac Financial Group | Sell 100.00% | 1,985,785 | 0.20 | ≡ | EFX - Equifax Inc. | Sell 100.00% | 50,000 | 0.04 |
Q4  2017 | ≡ | GOOG - Alphabet Inc. CL C | Add 293.56% | 28,621,000 | 9.29 | ≡ | TWX - Time Warner Inc. | Add 54.77% | 112,000 | 0.06 | ≡ | NSC - Norfolk Southern Corp. | Add 16.72% | 85,000 | 0.08 | ≡ | UNP - Union Pacific | Add 11.10% | 64,200 | 0.05 | ≡ | MSFT - Microsoft Corp. | Buy | 8,065,349 | 4.28 | ≡ | GOOGL - Alphabet Inc. | Buy | 7,712,000 | 2.52 | ≡ | FOXA - Fox Corporation | Buy | 7,415,330 | 1.59 | ≡ | FOX - Fox Corporation CL B | Buy | 1,160,100 | 0.25 | ≡ | CHTR - Charter Communications | Reduce 15.44% | 1,813,383 | 3.78 | ≡ | CMCSA - Comcast Corp. | Reduce 22.93% | 21,081,594 | 5.24 |
Q3  2017 | ≡ | UNP - Union Pacific | Add 189.25% | 378,500 | 0.30 | ≡ | NSC - Norfolk Southern Corp. | Add 79.68% | 225,500 | 0.21 | ≡ | MCO - Moody's Corp. | Add 10.09% | 152,184 | 0.15 | ≡ | CMCSA - Comcast Corp. | Add 0.41% | 376,832 | 0.10 | ≡ | GOOG - Alphabet Inc. CL C | Buy | 9,749,540 | 3.23 | ≡ | EFX - Equifax Inc. | Buy | 50,000 | 0.04 | ≡ | SPGI - S&P Global Inc. | Reduce 15.10% | 74,110 | 0.08 | ≡ | CHTR - Charter Communications | Reduce 15.22% | 2,108,595 | 5.30 |
Q2  2017 | ≡ | TWX - Time Warner Inc. | Add 293.27% | 152,500 | 0.11 | ≡ | SPGI - S&P Global Inc. | Add 168.26% | 307,800 | 0.34 | ≡ | MCO - Moody's Corp. | Add 126.22% | 841,370 | 0.77 | ≡ | CHTR - Charter Communications | Add 9.23% | 1,170,578 | 2.97 | ≡ | CMCSA - Comcast Corp. | Add 0.79% | 717,100 | 0.21 | ≡ | AABA - Altaba Inc. | Buy | 85,923,952 | 35.26 | ≡ | NSC - Norfolk Southern Corp. | Buy | 283,000 | 0.26 | ≡ | UNP - Union Pacific | Buy | 200,000 | 0.16 | ≡ | YHOO - Yahoo Inc. | Sell 100.00% | 86,224,273 | 34.18 |
Q1  2017 | ≡ | MCO - Moody's Corp. | Add 6292.11% | 656,141 | 0.63 | ≡ | CMCSA - Comcast Corp. | Add 26.95% | 19,287,129 | 6.19 | ≡ | SPGI - S&P Global Inc. | Buy | 182,929 | 0.20 | ≡ | TWX - Time Warner Inc. | Buy | 52,000 | 0.04 |
Q4  2016 | ≡ | CMCSA - Comcast Corp. | Add 22.99% | 13,376,890 | 4.86 | ≡ | CHTR - Charter Communications | Add 5.90% | 706,191 | 2.14 | ≡ | MCO - Moody's Corp. | Reduce 89.80% | 91,811 | 0.09 | ≡ | AY - Atlantica Yield plc | Sell 100.00% | 1,842,903 | 0.39 |
Q3  2016 | ≡ | YHOO - Yahoo Inc. | Add 21.09% | 15,017,700 | 7.22 | ≡ | CHTR - Charter Communications | Add 3.28% | 380,219 | 1.15 | ≡ | AY - Atlantica Yield plc | Reduce 58.33% | 2,579,681 | 0.55 |
Q2  2016 | ≡ | YHOO - Yahoo Inc. | Add 394.35% | 56,802,588 | 29.04 | ≡ | CMCSA - Comcast Corp. | Add 45.48% | 18,189,294 | 8.07 | ≡ | CHTR - Charter Communications | Buy | 11,592,824 | 36.08 |