Tci Fund Management Ltd (Chris Hohn)
Basic Stats
Market Value
52.70B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (-1)
Avg. Holding Period
23 years
Turnover
0.1%
Industry Breakdown
Electronic & Other Electrical Equipment (no Computer Equip)
27.1%
Services-consumer Credit Reporting, Collection Agencies
22.4%
Services-business Services, Nec
18.2%
Services-prepackaged Software
16.3%
Railroads, Line-haul Operating
10.4%
Services-computer Programming, Data Processing, Etc.
7.0%
Heavy Construction Other Than Bldg Const - Contractors
2.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 GE | Ge Aerospace | 14.29B | 27.1% | 47.5M | — | — | 301.00 | 4.5% |
 V | Visa Inc | 9.58B | 18.2% | 28.1M | 47.1% | 9.0M | 341.00 | 1.4% |
 MSFT | Microsoft Corp | 8.59B | 16.3% | 16.6M | -5.5% | -973.0K | 518.00 | 0.2% |
 MCO | Moodys Corp | 6.34B | 12.0% | 13.3M | 0.5% | 61.5K | 476.00 | 7.4% |
 SPGI | S&p Global Inc | 5.45B | 10.3% | 11.2M | 0.9% | 98.2K | 487.00 | 3.7% |
 CP | Canadian Pacific Kansas City | 3.71B | 7.0% | 49.9M | -5.6% | -3.0M | 74.00 | 5.4% |
 GOOG | Alphabet Inc | 1.85B | 3.5% | 7.6M | -41.4% | -5.4M | 244.00 | 0.1% |
 CNI | Canadian Natl Ry Co | 1.77B | 3.4% | 18.8M | -18.4% | -4.2M | 94.00 | 3.0% |
 FER | Ferrovial Se | 1.11B | 2.1% | 19.5M | — | — | 59.00 | 2.6% |
 GOOGL | Alphabet Inc | — | — | — | Sold Out | -3.2M | 176.00 | — |