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

According to the SEC 13F filed on Aug 14, 2026, the TCI Fund Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2019. 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