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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

10 changes from Chris Hohn (TCI Fund Management), filed 2025-02-14 for period end 2024-12-31.

$42.4B portfolio value
StockActionChangeCurrentPortfolio Impact
369604301
GE AEROSPACE
Reduced-$1.4B$7.7B3.33%
136375102
CANADIAN NATL RY CO
Reduced-$1.1B$3.0B2.68%
594918104
MICROSOFT CORP
Increased$738.8M$5.9B1.74%
13646K108
CANADIAN PACIFIC KANSAS CITY
Reduced-$723.2M$4.0B1.71%
92826C839
VISA INC
Increased$690.2M$5.3B1.63%
02079K107
ALPHABET INC
Increased$313.6M$3.1B0.74%
78409V104
S&P GLOBAL INC
Reduced-$193.3M$5.2B0.46%
02079K305
ALPHABET INC
Increased$141.3M$1.1B0.33%
615369105
MOODYS CORP
Reduced-$16.2M$6.3B0.04%
N3168P101
FERROVIAL SE
Reduced-$7.6M$812.7M0.02%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Chris Hohn (TCI Fund Management) disclosed reduced in FERROVIAL SE | TradingNote AI