13F filing recap · Q1 2017

What did TCI Fund Management buy in Q1 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$11.71B

Positions

Estimated turnover

20.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SPGIS&P Global Inc.$23.92Mreported value+182.9K shares TWXTime Warner Inc$5.08Mreported value+52.0K shares

Increased positions

CMCSAComcast Corporation$3.41Breported value+55.07M shares+153.9%MCOMoody’s Corporation$74.68Mreported value+656.1K shares+6292.1%