Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 Q3 2017, the filing reported:

New Buys - Equifax, Inc., Alphabet Inc.

Increases - Comcast Corporation, Moody's Corporation, Norfolk Southern Corporation, Union Pacific Corporation

Reductions - Charter Communications, Inc., S&P Global Inc.

Complete Exits - None reported

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
Q3 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-2,108,595	-15.2%	$4.27M	11,741,217
Q3 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+376,832	+0.4%	$3.54M	91,942,165
Q3 2017	EFX Equifax, Inc.	Equifax, Inc.	Buy - Position Entry	+50,000	-	$5.30K	50,000
Q3 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+487,477	-	$467.54K	487,477
Q3 2017	MCO Moody's Corporation	Moody's Corporation	Buy	+152,184	+10.1%	$231.11K	1,660,123
Q3 2017	NSC Norfolk Southern Corporation	Norfolk Southern Corporation	Buy	+225,500	+79.7%	$67.24K	508,500
Q3 2017	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-74,110	-15.1%	$65.12K	416,619
Q3 2017	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+378,500	+189.2%	$67.09K	578,500