Chris Hohn - TCI Fund Management 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the TCI Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. 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 2021, the filing reported:

New Buys - None reported

Increases - Union Pacific Corporation, Visa Inc.

Reductions - BXP, Inc., 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
Q4 2021	BXP BXP, Inc.	BXP, Inc.	Sell	-529,898	-4.1%	$1.44M	12,458,851
Q4 2021	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-558,487	-5.4%	$6.39M	9,800,605
Q4 2021	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-1,066,154	-22.1%	$1.77M	3,747,284
Q4 2021	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+424,705	+7.4%	$1.55M	6,145,915
Q4 2021	V Visa Inc.	Visa Inc.	Buy	+3,155,111	+15.8%	$5.00M	23,094,422