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Investors/ TCI Fund Management Ltd/ Q4 2023

TCI Fund Management Ltd

Chris Hohn · As of Q4 2023 · filed Feb 14, 2024

GE GENERAL ELECTRIC
14.8%
Held 41,650,076 $5.32B
CNI CANADIAN NATL RAILWAY CO
14.0%
Reduced −2.0% 40,072,313 $5.04B
MCO MOODY'S CORP
13.1%
Added +16.2% 12,049,611 $4.71B
CP CANADIAN PACIFIC KANSAS CITY
12.2%
Reduced −0.6% 55,514,385 $4.39B
V VISA INC-CLASS A SHARES
12.2%
Held 16,797,187 $4.37B
MSFT MICROSOFT CORP
11.1%
New 10,638,165 $4.00B
SPGI S&P GLOBAL INC
11.1%
Reduced −0.3% 9,032,611 $3.98B
GOOG ALPHABET INC-CL C
6.6%
Held 16,927,056 $2.39B
TMO THERMO FISHER SCIENTIFIC INC
4.6%
Reduced −1.5% 3,146,382 $1.67B
FERG1GBX FERGUSON PLC
0.2%
Reduced −11.0% 436,695 $84.3M
GOOGL ALPHABET INC-CL A
0.1%
New 157,400 $22.0M

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.