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Chris Hohn (TCI)

A 9-stock activist mega-fund concentrated in GE Aerospace, Visa and the ratings duopoly (Moody's, S&P Global).

Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.

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GE Aerospace Common Stock1962-02-28 → 2026-06-30click to change
%
Visa Inc.2008-04-30 → 2026-06-30click to change
%
Moody's Corporation Common Stock2000-11-30 → 2026-06-30click to change
%
S&P Global Inc. Common Stock2011-02-28 → 2026-06-30click to change
%
Canadian Pacific Kansas City Limited Common Shares2011-02-28 → 2026-06-30click to change
%
Alphabet Inc. - Class A Common Stock2004-09-30 → 2026-06-30click to change
%
Total 100%
Data window Chris Hohn (TCI): 2011-02-28 → 2026-06-30 · start: SPGI

Portfolio growth

Chris Hohn (TCI)
CAGR19.23%
Max Drawdown-32.14%Sep 2022
Volatility18.13%
Sharpe0.99
Final balance$150,469
Total return1404.69%

Drawdown

Annual returns

Chris Hohn (TCI)
Total Return1404.69%
Sortino1.54
Best Year51.65%
Worst Year-16.25%
Positive Months64.32%
Annualized Return (mean)19.34%

Correlation

CPGEGOOGLMCOSPGIV
CP1.000.390.360.560.430.42
GE0.391.000.300.310.220.35
GOOGL0.360.301.000.390.370.37
MCO0.560.310.391.000.810.58
SPGI0.430.220.370.811.000.55
V0.420.350.370.580.551.00