2024-03-26 02:19:27 ET
Summary
- TCI Fund Management's 13F portfolio value increased from $27.56B to $35.97B this quarter.
- The top three holdings in the portfolio are General Electric, Canadian National Railway, and Moody's.
- TCI Fund Management established a new stake in Microsoft Corporation, while also increasing their stakes in Moody's Corp and Alphabet Inc.
This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 2/14/2024. Please visit our Tracking Chris Hohn's TCI Fund Management 13F Portfolio article for an idea of their investment philosophy and our last update for the fund's moves during Q3 2023....
Read the full article on Seeking Alpha
For further details see:
Tracking Chris Hohn's TCI Fund Management 13F Portfolio - Q4 2023 Update