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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

9 changes from Chris Hohn (TCI Fund Management), filed 2026-02-17 for period end 2025-12-31.

$53.6B portfolio value
StockActionChangeCurrentPortfolio Impact
136375102
CANADIAN NATL RY CO
Reduced-$795.6M$974.1M1.48%
78409V104
S&P GLOBAL INC
Increased$715.3M$6.2B1.33%
02079K107
ALPHABET INC
Increased$533.7M$2.4B0.99%
594918104
MICROSOFT CORP
Reduced-$477.8M$8.1B0.89%
615369105
MOODYS CORP
Increased$457.4M$6.8B0.85%
369604301
GE AEROSPACE
Increased$342.6M$14.6B0.64%
N3168P101
FERROVIAL SE
Increased$233.7M$1.3B0.44%
13646K108
CANADIAN PACIFIC KANSAS CITY
Reduced-$204.9M$3.5B0.38%
92826C839
VISA INC
Increased$144.9M$9.7B0.27%

Evidence

Related Cards

PT

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2026-02-17, covering period end 2025-12-31.

BA

Bill Ackman

Bill Ackman (Pershing Square) filed a 13F change in META PLATFORMS INC (30303M102) on 2026-02-17, covering period end 2025-12-31.

JU

Jeffrey Ubben

Jeffrey Ubben (ValueAct) filed a 13F change in BLACKROCK INC (09290D101) on 2026-02-17, covering period end 2025-12-31.

Chris Hohn (TCI Fund Management) disclosed reduced in CANADIAN PACIFIC KANSAS CITY | TradingNote AI