Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 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 Q4 2017, the filing reported:

New Buys - Alphabet Inc., Microsoft Corporation

Increases - Alphabet Inc., Norfolk Southern Corporation, Union Pacific Corporation

Reductions - Charter Communications, Inc., Comcast 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
Q4 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-1,813,383	-15.4%	$3.34M	9,927,834
Q4 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-21,081,594	-22.9%	$2.84M	70,860,571
Q4 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,431,050	+293.6%	$2.01M	1,918,527
Q4 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+385,600	-	$406.19K	385,600
Q4 2017	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+8,065,349	-	$689.91K	8,065,349
Q4 2017	NSC Norfolk Southern Corporation	Norfolk Southern Corporation	Buy	+85,000	+16.7%	$86.00K	593,500
Q4 2017	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+64,200	+11.1%	$86.19K	642,700