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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 2026-05-15 for period end 2026-03-31.

$45.2B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Reduced-$7.1B$1.0B15.73%
369604301
GE AEROSPACE
Reduced-$1.2B$13.5B2.55%
02079K305
ALPHABET INC
New$706.5M$706.5M1.56%
615369105
MOODYS CORP
Reduced-$545.4M$6.3B1.21%
92826C839
VISA INC
Reduced-$514.5M$9.2B1.14%
78409V104
S&P GLOBAL INC
Reduced-$191.7M$6.0B0.42%
02079K107
ALPHABET INC
Increased$156.0M$2.5B0.35%
13646K108
CANADIAN PACIFIC KANSAS CITY
Increased$151.0M$3.7B0.33%
136375102
CANADIAN NATL RY CO
Increased$39.1M$1.0B0.09%
N3168P101
FERROVIAL SE
Reduced-$20.2M$1.3B0.04%

Evidence

Related Cards

DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

Chris Hohn (TCI Fund Management) disclosed increased in ALPHABET INC | TradingNote AI