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

According to the SEC 13F filed on Feb 14, 2022, the TCI Fund Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2021. 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