Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 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 Q2 2019, the filing reported:

New Buys - Elevance Health, Inc., Visa Inc.

Increases - Canadian National Railway Compa, Alphabet Inc., Alphabet Inc.

Reductions - Charter Communications, Inc., Microsoft Corporation, Union Pacific Corporation

Complete Exits - Fox Corporation, Fox Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-162,745	-1.6%	$3.84M	9,716,058
Q2 2019	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+6,134,889	+47.7%	$1.76M	18,992,423
Q2 2019	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy - Position Entry	+3,012,085	-	$850.04K	3,012,085
Q2 2019	FOX Fox Corporation	Fox Corporation	Sell - Position Exit	-3,516,883	-100.0%	$0.00	-
Q2 2019	FOXA Fox Corporation	Fox Corporation	Sell - Position Exit	-11,050,164	-100.0%	$0.00	-
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,083,919	+45.3%	$3.76M	3,476,095
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+354,040	+180.9%	$595.24K	549,721
Q2 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,066,000	-6.1%	$2.20M	16,425,574
Q2 2019	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-2,955,796	-38.5%	$799.51K	4,727,781
Q2 2019	V Visa Inc.	Visa Inc.	Buy - Position Entry	+870,100	-	$151.01K	870,100