Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q3 2019)

As of Sep 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 Q3 2019, the filing reported:

New Buys - Autodesk, Inc.

Increases - Charter Communications, Inc., Canadian National Railway Compa, Elevance Health, Inc., Alphabet Inc., Alphabet Inc., and 2 more

Reductions - Equifax, Inc., Microsoft Corporation

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 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+113,000	-	$16.69K	113,000
Q3 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+458,214	+4.7%	$4.19M	10,174,272
Q3 2019	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+110,290	+0.6%	$1.72M	19,102,713
Q3 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-853,444	-52.2%	$109.81K	780,639
Q3 2019	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+1,068,512	+35.5%	$979.75K	4,080,597
Q3 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+70,541	+2.0%	$4.32M	3,546,636
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+68,300	+12.4%	$754.69K	618,021
Q3 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-5,745,842	-35.0%	$1.48M	10,679,732
Q3 2019	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+155,000	+3.3%	$790.91K	4,882,781
Q3 2019	V Visa Inc.	Visa Inc.	Buy	+313,442	+36.0%	$203.58K	1,183,542