Chris Hohn

Summary

Chris Hohn disclosed 11 positions in its latest 13F (2026 Q2), a portfolio value of ~$52.77B, across 4 sectors; top holdings GE, V, MCO. This quarter: 2 new, 2 added, 2 trimmed, 1 closed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$52.77B

Holdings11incl. options

Sectors4

Latest filing2026 Q2

New2$1.48B

Added2$1.08B

Trimmed2$377.60M

Sold1$1.01B

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 84%Moderate turnoverIndustrials-heavy

Circle of competence (by value)

Industrials43%

Financials43%

Communication Services8%

Biggest new buy

MLMMARTIN MARIETTA MATERIALS

New buy · of book 1.4%

Biggest add

GOOGALPHABET INC-CL C

Added +12.3%

Biggest exit

MSFTMICROSOFT CORP

Exited · was ~$1.01B

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.