Gotta justify your fee for not beating index funds.
https://seekingalpha.com/article/4567705-chris-hohn-tci-fund...
> This quarter, TCI Fund Management's 13F portfolio value decreased ~10% from $31.60B to $28.58B. The number of positions decreased from 12 to 9. The top three holdings are at ~53% while the top five are close to ~79% of the 13F assets: Alphabet, Microsoft, Canadian National Railway, Canadian Pacific Railway, and Visa.
This is down from ~$44B 1H2022.
https://seekingalpha.com/article/4522800-chris-hohns-tci-fun...