TCI Fund Management Ltd
Chris Hohn · As of Q4 2018 · filed Feb 14, 2019
| TWENTY FIRST CENTY FOX INC | 27.6% | Held | 114,502,969 | $5.51B |
| CHTR CHARTER COMMUNICATIONS INC-A | 16.8% | Reduced −13.3% | 11,772,411 | $3.35B |
| GOOG ALPHABET INC-CL C | 14.4% | Added +4.7% | 2,787,988 | $2.89B |
| MSFT MICROSOFT CORP | 11.1% | Added +65.1% | 21,817,804 | $2.22B |
| CANADIAN PAC RY LTD | 7.0% | Added +59.5% | 7,835,316 | $1.39B |
| UNP UNION PACIFIC CORP | 5.3% | Added +51.3% | 7,698,818 | $1.06B |
| TWENTY FIRST CENTY FOX INC | 5.3% | Held | 22,189,801 | $1.06B |
| MCO MOODY'S CORP | 4.2% | Added +194.5% | 5,978,677 | $837.3M |
| CNI CANADIAN NATL RAILWAY CO | 4.0% | Added +505.0% | 10,720,483 | $794.6M |
| GOOGL ALPHABET INC-CL A | 2.3% | Added +13.1% | 430,600 | $450.0M |
| SPGI S&P GLOBAL INC | 1.7% | Added +359.0% | 2,040,954 | $346.8M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.4% | Added +815.9% | 2,427,057 | $74.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NSC NORFOLK SOUTHERN CORP | 3,753,454 | $677.5M |
| PCG P G & E CORP | 1,400,611 | $64.4M |
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.