TCI Fund Management Ltd
Chris Hohn · As of Q3 2019 · filed Nov 14, 2019
| GOOG ALPHABET INC-CL C | 22.4% | Added +2.0% | 3,546,636 | $4.32B |
| CHTR CHARTER COMMUNICATIONS INC-A | 21.8% | Added +4.7% | 10,174,272 | $4.19B |
| CANADIAN PAC RY LTD | 12.5% | Added +6.4% | 10,807,584 | $2.40B |
| CNI CANADIAN NATL RAILWAY CO | 8.9% | Added +0.6% | 19,102,713 | $1.72B |
| MSFT MICROSOFT CORP | 7.7% | Reduced −35.0% | 10,679,732 | $1.48B |
| MCO MOODY'S CORP | 6.4% | Held | 6,022,912 | $1.23B |
| ELV ELEVANCE HEALTH INC | 5.1% | Added +35.5% | 4,080,597 | $979.8M |
| UNP UNION PACIFIC CORP | 4.1% | Added +3.3% | 4,882,781 | $790.9M |
| GOOGL ALPHABET INC-CL A | 3.9% | Added +12.4% | 618,021 | $754.7M |
| SPGI S&P GLOBAL INC | 2.5% | Held | 1,982,414 | $485.7M |
| UNVREUR UNIVAR SOLUTIONS INC | 1.8% | Added +5.8% | 16,679,200 | $346.3M |
| RTN1USD RAYTHEON COMPANY | 1.2% | New | 1,169,860 | $229.5M |
| V VISA INC-CLASS A SHARES | 1.1% | Added +36.0% | 1,183,542 | $203.6M |
| EFX EQUIFAX INC | 0.6% | Reduced −52.2% | 780,639 | $109.8M |
| ADSK AUTODESK INC | 0.1% | New | 113,000 | $16.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.