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CIK 1647251

13F portfolio (2026-Q1)
$45.2B
Positions
10
Implied 1Y CAGR
+10.8%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
10
Top 5
85.4%
Top 10
100.0%
Effective N
5.6
HHI
0.179

By sector

Financials: 47.4%Industrials: 43.1%Communication Services: 7.2%Information Technology: 2.2%Sector
Financials47.4%
Industrials43.1%
Communication Services7.2%
Information Technology2.2%

By market cap

Mega (>$200B): 59.7%Large ($10–200B): 37.4%Unknown: 2.9%Size
Mega (>$200B)59.7%
Large ($10–200B)37.4%
Unknown2.9%

By region

North America: 97.1%Europe: 2.9%Region
North America97.1%
Europe2.9%

By industry group GICS — finer than sector

Industry groupWeightNames
Commercial Services & Supplies47.45%3
Electrical Equipment & Components29.85%1
Road & Rail10.34%2
Software & IT Services7.19%2
Construction & Engineering2.94%1
Software2.24%1

Top holdings

#TickerNameSectorWeight
1GEGENERAL ELECTRIC COIndustrials29.85%
2VVISA INC.Financials20.39%
3MCOMOODYS CORP /DE/Financials13.84%
4SPGIS&P Global Inc.Financials13.22%
5CPCANADIAN PACIFIC KANSAS CITY LTD/CNIndustrials8.10%
6GOOGAlphabet Inc.Communication Services5.62%
7FERFerrovial SEIndustrials2.94%
8CNICANADIAN NATIONAL RAILWAY COIndustrials2.24%
9MSFTMICROSOFT CORPInformation Technology2.24%
10GOOGLAlphabet Inc.Communication Services1.56%

10/10 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 44 quarters
0%25%50%75%100%201520162017201820192020202120222023202420252026CHTRGOOGCMCSAGOOGLFOXAOther Communication ServicesMCOVSPGIELVAXPOther FinancialsCNIGECPUNPNSCOther IndustrialsMSFTBIDUAMATKLACLRCXOther Information TechnologyBXPVNOAREKRCTMOPCGAMZNLINTIME WARNER CABLE INCCANADIAN PAC RY LTDALTABA INCYAHOO INCTWENTY FIRST CENTY FOX INCOther Unclassified

Sector allocation over 44 reported quarters, 2015-Q2 to 2026-Q1, 38 bands (top holdings within each sector). Latest quarter 2026-Q1: GE 29.8%, V 20.4%, MCO 13.8%, SPGI 13.2%, CP 8.1%. Use the arrow keys to read a quarter.

Communication ServicesCHTR, GOOG, CMCSA, GOOGL, FOXA · other
FinancialsMCO, V, SPGI, ELV, AXP · other
IndustrialsCNI, GE, CP, UNP, NSC · other
Information TechnologyMSFT, BIDU, AMAT, KLAC, LRCX · other
Real EstateBXP, VNO, ARE, KRC
Health Care
Utilities
Consumer Discretionary
Materials
UnclassifiedTIME WARNER CABLE INC, CANADIAN PAC RY LTD, ALTABA INC, YAHOO INC, TWENTY FIRST CENTY FOX INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge13%73%
holdings, colored by sector (7 classified)TCI FUND MANAGEMENT LTD centroid (Large Growth)
FinancialsIndustrialsCommunication ServicesInformation Technology

Style box summary for TCI FUND MANAGEMENT LTD: centroid Large Growth. Heaviest cells: Large Growth 73.5%, Large Core 13.2%.

Classified: 86.7% of book weight (7/10 names) · unclassified 13.3%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 10 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1GEGE AEROSPACE47,510,431$13.5B29.8%HOLD
2VVISA INC30,468,133$9.2B20.4%ADD 10%
3MCOMOODYS CORP14,334,027$6.3B13.8%ADD 8%
4SPGIS&P GLOBAL INC14,035,310$6.0B13.2%ADD 19%
5CPCANADIAN PACIFIC KANSAS CITY46,521,923$3.7B8.1%TRIM −2%
6GOOGALPHABET INC8,854,019$2.5B5.6%ADD 17%
7FERFERROVIAL SE20,740,214$1.3B2.9%HOLD
8CNICANADIAN NATL RY CO9,849,934$1.0B2.2%HOLD
9MSFTMICROSOFT CORP2,728,412$1.0B2.2%TRIM −84%
10GOOGLALPHABET INC2,457,000$707M1.6%NEW

Position trends· top 10 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
GEGE AEROSPACE46.0M47.6M47.5M47.5M47.5M47.5M$13.5B
VVISA INC16.8M16.6M19.1M28.1M27.7M30.5M$9.2B
MCOMOODYS CORP13.2M13.2M13.2M13.3M13.3M14.3M$6.3B
SPGIS&P GLOBAL INC10.4M10.4M11.1M11.2M11.8M14.0M$6.0B
CPCANADIAN PACIFIC KANSAS CITY54.9M54.9M52.8M49.9M47.7M46.5M$3.7B
GOOGALPHABET INC16.5M13.9M13.0M7.6M7.6M8.9M$2.5B
FERFERROVIAL SE19.3M19.3M19.5M19.5M20.7M20.7M$1.3B
CNICANADIAN NATL RY CO29.7M26.9M23.0M18.8M9.8M9.8M$1.0B
MSFTMICROSOFT CORP14.0M17.3M17.6M16.6M16.8M2.7M$1.0B
GOOGLALPHABET INC6.0M4.1M3.2M2.5M$707M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersFinancials 47%
🔒 Aristotle Capital Management, LLC
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Financials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold GE — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
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