Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q1 2019)
As of Mar 31, 2019, the TCI Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2019, the filing reported:
Increases - Canadian National Railway Compa, Moody's Corporation
Reductions - Charter Communications, Inc., Alphabet Inc., Alphabet Inc., Microsoft Corporation, S&P Global Inc., and 1 more
Complete Exits - Liberty Media Corp Formula One Group
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
CHTR
Charter Communications, Inc.
|
Sell |
-1,893,608
|
|
Q1 2019
|
CNI
Canadian National Railway Compa
|
Buy |
+2,137,051
|
|
Q1 2019
|
EFX
Equifax, Inc.
|
Buy - Position Entry |
+1,634,083
|
|
Q1 2019
|
FOX
Fox Corporation
|
Buy - Position Entry |
+3,516,883
|
|
Q1 2019
|
FOXA
Fox Corporation
|
Buy - Position Entry |
+11,050,164
|
|
Q1 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-2,427,057
|
|
Q1 2019
|
GOOG
Alphabet Inc.
|
Sell |
-395,812
|
|
Q1 2019
|
GOOGL
Alphabet Inc.
|
Sell |
-234,919
|
|
Q1 2019
|
MCO
Moody's Corporation
|
Buy |
+44,235
|
|
Q1 2019
|
MSFT
Microsoft Corporation
|
Sell |
-4,326,230
|
|
Q1 2019
|
SPGI
S&P Global Inc.
|
Sell |
-58,540
|
|
Q1 2019
|
UNP
Union Pacific Corporation
|
Sell |
-15,241
|