- GEGE AEROSPACE33.6%
- VVISA INC19.8%
- MCOMOODYS CORP12.3%
- SPGIS&P GLOBAL INC10.9%
- CPCANADIAN PACIFIC KANSAS CITY7.4%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
84% of Chris Hohn's TCI book sits in five names, with a third of it in GE Aerospace alone, per the June 30 filing disclosed August 14. The whole portfolio is 11 stocks, so anything that moves aerospace or payments moves this fund outright.