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Chris Hohn's Stock Portfolio

HoldingsMovementsAbout
EDGAR13F-HR·2026-08-14

Concentration · Top 10

Top 10 = 98.6% of portfolio
SecurityActivity ↕Weight ↕Held Since ↕Est. Cost ⓘ
Price vs Est. Cost ↕ ⓘ
as of today
History
GEGE AEROSPACE
Trimmed -0.2%33.59%Q1 2023$82.18+317.1%
VVISA INC
Added +0.1%19.83%≤ Q1 2021N/AN/A
MCOMOODYS CORP
12.30%≤ Q1 2021N/AN/A
SPGIS&P GLOBAL INC
Added +0.3%10.87%≤ Q1 2021N/AN/A
CPCANADIAN PACIFIC KANSAS CITY
Trimmed -3%7.44%Q2 2023$77.51+21.1%
GOOGALPHABET INC C
Added +12%6.66%≤ Q1 2021N/AN/A
FERFERROVIAL NV
Added +1%2.72%Q2 2024$39.58+48.5%
CNICANADIAN NATL RY CO
Trimmed -4%2.13%≤ Q1 2021N/AN/A
GOOGLALPHABET INC
1.66%Q1 2026$314.05+8.5%
MLMMARTIN MARIETTA MATLS INC
New1.44%Q2 2026$593.00-10.9%
VMCVULCAN MATLS CO
New1.37%Q2 2026$286.64-4.5%

Closed this quarter · 1

SecurityActivityPreceding WeightHeld SinceEst. Cost ⓘHistory
MSFTMICROSOFT CORP
Sold2.24%Q4 2023$376.70