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

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 Dec 31, 2017. 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