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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 2025-08-14 for period end 2025-06-30.

$50.7B portfolio value
StockActionChangeCurrentPortfolio Impact
369604301
GE AEROSPACE
Increased$2.7B$12.2B5.34%
594918104
MICROSOFT CORP
Increased$2.2B$8.7B4.42%
92826C839
VISA INC
Increased$939.1M$6.8B1.85%
78409V104
S&P GLOBAL INC
Increased$583.9M$5.8B1.15%
615369105
MOODYS CORP
Increased$514.6M$6.6B1.01%
13646K108
CANADIAN PACIFIC KANSAS CITY
Increased$334.3M$4.2B0.66%
136375102
CANADIAN NATL RY CO
Reduced-$225.2M$2.4B0.44%
N3168P101
FERROVIAL SE
Increased$177.6M$1.0B0.35%
02079K107
ALPHABET INC
Increased$135.4M$2.3B0.27%
02079K305
ALPHABET INC
Reduced-$75.7M$556.0M0.15%

Evidence

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Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Chris Hohn (TCI Fund Management) disclosed increased in GE AEROSPACE | TradingNote AI