Chris Hohn's Stock Portfolio
Chris Hohn is one of the most private major investors in the world. TCI does not publish shareholder letters, maintains no website aimed at the public, and Hohn gives fewer interviews than almost any fund manager at his level. The resources below are rare — treat them accordingly.
Overview
Chris Hohn founded TCI Fund Management in 2003 after leaving Perry Capital, and has since built one of the strongest long-term track records of any fund in the world — reportedly compounding at over 20% annually for two decades. He made headlines early with aggressive activist campaigns against Deutsche Börse and ABN AMRO, but has since evolved into a concentrated, long-duration holder of quality businesses. More recently he has used TCI's scale as a lever for climate activism, threatening to vote against boards that don't disclose emissions. He almost never speaks publicly, which makes the few appearances below genuinely rare.
Primary Resources
Straight from the investor or their firm — the highest-signal material available.
The 13F is essentially the only regular public window into what Hohn owns. Quarterly filings reveal position changes in US-listed stocks.
Hohn donates a large share of TCI's profits to CIFF, which he co-founded. The annual reports offer some insight into his values and how he thinks about long-term impact.
Key Talks & Interviews
Curated, not exhaustive — the one or two appearances worth your time if you're new to this investor.
One of the only extended interviews where Hohn discusses his investment process, what he looks for in a business, and why he concentrates so heavily.
A rare conference appearance. Brief but covers his views on activist investing, climate, and corporate governance.