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Chris Hohn's Stock Portfolio

HoldingsMovementsAbout
+2−1↑4↓3
EDGAR13F-HR·2026-08-14
New positions2
SecurityBeforeAfterΔ SharesΔ %Value
MLMMARTIN MARIETTA MATLS INC
—1.32M——$758.4M
VMCVULCAN MATLS CO
—2.45M——$721.9M
Increased positions4
SecurityBeforeAfterΔ SharesΔ %Value
VVISA INC
30.47M30.49M+26K+0.1%$10.5B
SPGIS&P GLOBAL INC
14.04M14.08M+47K+0.3%$5.7B
GOOGALPHABET INC C
8.85M9.94M+1.08M+12.3%$3.5B
FERFERROVIAL NV
20.74M20.94M+200K+1.0%$1.4B
Trimmed positions3
SecurityBeforeAfterΔ SharesΔ %Value
GEGE AEROSPACE
47.51M47.43M-82K-0.2%$17.7B
CPCANADIAN PACIFIC KANSAS CITY
46.52M45.33M-1.20M-2.6%$3.9B
CNICANADIAN NATL RY CO
9.85M9.43M-417K-4.2%$1.1B
Sold positions1
SecurityBeforeAfterΔ SharesΔ %Value
MSFTMICROSOFT CORP
2.73M——-100.0%$1.0B
Unchanged positions2
SecurityBeforeAfterΔ SharesΔ %Value
MCOMOODYS CORP
14.33M14.33M00.0%$6.5B
GOOGLALPHABET INC
2.46M2.46M00.0%$878.1M