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Chris Hohn TCI Fund Management

AUM $52.8B
1-Year Est. Return 12.71%
 

Sir Chris Hohn is the founder of TCI Fund Management, a London-based firm known for concentrated, long-term equity portfolios and occasional activism. TCI’s process emphasizes high-quality businesses with durable competitive advantages, often held for years. Hohn is also known for philanthropy through the Children’s Investment Fund Foundation, which supports health, education, and climate initiatives.

This Fund
S&P 500
This Quarter Est. Return
+9.17%
1 Year Est. Return
+12.71%
3 Year Est. Return
+82.91%
5 Year Est. Return
+92.54%
10 Year Est. Return
+623.16%
AUM
$5.4B
AUM Growth
+$420M
Cap. Flow
-$27.1M
Cap. Flow %
-0.5%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
1
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
YHOO
Yahoo Inc
YHOO
+$451M
2
BIDU icon
Baidu
BIDU
+$5.49M

Top Sells

Rank Stock Value
1
MCO icon
Moody's
MCO
+$267M
2
AXP icon
American Express
AXP
+$190M
3
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$20.3M
4
CMCSA icon
Comcast
CMCSA
+$7.39M

Sector Composition

Rank Sector Weight
1 Communication Services 87.96%
2 Energy 9.82%
3 Utilities 1.46%
4 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWC
1
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$3.3B 61.12%
16,126,180
-107,352
-0.7% -$20.3M
CMCSA icon
2
Comcast
CMCSA
$92.9B
$1.22B 22.62%
39,994,920
-257,400
-0.6% -$7.39M
YHOO
3
DELISTED
Yahoo Inc
YHOO
$530M 9.82%
+14,403,985
New +$451M
BIDU icon
4
Baidu
BIDU
$35.2B
$228M 4.22%
1,194,094
+32,261
+3% +$5.49M
AY
5
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$78.6M 1.46%
4,422,584
– –
OSG
6
Octave Specialty Group
OSG
$221M
$31.4M 0.58%
1,985,785
– –
MCO icon
7
Moody's
MCO
$84B
$9.87M 0.18%
102,239
-2,965,316
-97% -$267M
AXP icon
8
American Express
AXP
$231B
– –
-2,725,004
Closed -$190M

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Chris Hohn's Q1 2016 Portfolio in Review

As of Q1 2016, Chris Hohn held 8 positions worth $5.4B, up 8.4% from $4.98B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Chris Hohn's Q1 2016 filing shows 1 new, 1 increased, 3 reduced and 1 closed positions. Its largest new stake was Yahoo Inc: 14,403,985 shares worth $530M. The largest sale was Moody's, an estimated $267M.

By sector, the portfolio is most concentrated in Communication Services at 88% of assets, up from 88% a quarter earlier, followed by Energy and Utilities.

  • Chris Hohn's largest Q1 2016 buy was Yahoo Inc: 14,403,985 shares worth $530M.
  • Chris Hohn added most to Baidu in Q1 2016, an estimated $5.49M increase.
  • Chris Hohn's biggest Q1 2016 reduction was Moody's, cutting an estimated $267M.
  • Chris Hohn fully exited American Express in Q1 2016, selling an estimated $190M.
  • Chris Hohn's ten largest holdings make up 100% of its $5.4B portfolio in Q1 2016.
  • Chris Hohn opened 1 new position and closed 1 in Q1 2016.
  • Chris Hohn's portfolio value rose 8.4% quarter-over-quarter to $5.4B.

Based on TCI Fund Management's 13F filing for Q1 2016, filed 16 May 2016.