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Portfolio (Quarterly) Guide ↗

TCI FUND MANAGEMENT LTD

· CIK 0001647251
13F Portfolio $52.8B AUM 11 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 2 New 2 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC Communication Services 9,938,819.0 $3.51B 6.66% +1.1M +12.2% $353.33 -3.8%
2 FERROVIAL NV 20,940,441.0 $1.43B 2.72% +200K +1.0% $68.51

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.9%
Industrials 39.8%
Communication Services 9.3%
Basic Materials 3.1%