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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 Stock1994-11-30 → 2026-06-30click to change
%
S&P Global Inc. Common Stock2016-05-31 → 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): 2016-05-31 → 2026-06-30 · start: SPGI

Portfolio growth

Chris Hohn (TCI)
CAGR21.27%
Max Drawdown-23.61%
Volatility26.21%
Sharpe0.77
Final balance$71,041
Total return610.41%

Drawdown

Annual returns

Chris Hohn (TCI)
Total Return610.41%
Sortino1.56
Best Year49.45%
Worst Year-15.57%
Positive Months63.93%
Annualized Return (mean)22.41%

Correlation

CPGEGOOGLMCOSPGIV
CP1.000.44-0.010.600.480.48
GE0.441.00-0.150.290.170.33
GOOGL-0.01-0.151.00-0.10-0.02-0.10
MCO0.600.29-0.101.000.900.67
SPGI0.480.17-0.020.901.000.61
V0.480.33-0.100.670.611.00