Moody’s Corporation (MCO), Time Warner Cable Inc (TWC), Comcast Corporation (CMCSA) Billionaire Chris Hohn Loves These Stocks

Although it has a small number of investments, Childrens Investment Fund still has a sizeable portfolio, with an estimate market value of $2.26 billion, up from the $1.16 billion at the end of March 2014. The stock in Childrens Investment’s portfolio can be grouped into 3 main categories: financials, consumer discretionary and technology. The fund was founded in 2003 by Chris Hohn and is based in London, United Kingdom. Hohn has enjoyed remarkable success almost immediately, Childrens Investment being named European Hedge Fund of the Year in 2004 and 2005. He employs a long and short strategy to identify investment opportunities and focus mainly on value stocks. Forbest estimates Chris Hohn’s net worth at approximately $1.1 billion.

Moody's Corporation (NYSE:MCO)

Moody’s Corporation (NYSE:MCO) continues to be Hohn’s favorite stock, accounting for 43% of Childrens Investment’s portfolio. During the second quarter, Hohn has increased his fund’s investment in the company by 14% to 11 million shares valued at roughly $970 million. Warren Buffett is also a fan of Moody’s Corporation (NYSE:MCO), having significant stake in the company: 24.6 million shares worth $2.16 billion. During Q2, Berkshire Hathaway has not reported any changes to its position in Moody’s Corporation (NYSE:MCO).

Hohn’s biggest new bet is Time Warner Cable Inc (NYSE:TWC), occupying approximately 35% of Childrens Investment’s equity portfolio. From April to June, Hohn has been busy building a position that amasses 5.31 million shares of Time Warner Cable Inc (NYSE:TWC) and is valued at $782 million. David E Shaw is also optimistic about the prospects of the company and has boosted his fund’s holding of Time Warner Cable Inc (NYSE:TWC) by 62% to accumulate 5.19 million shares valued at $765 million.

Another provider of entertainment and communications services that Hohn is betting big on is Comcast Corporation (NASDAQ:CMCSA). As of June 30, 2014, Childrens Investment has control over 3.88 million shares of Comcast Corporation (NASDAQ:CMCSA), an investment that carries an estimated value in excess of $208 million. Lansdowne Partners, led by Alex Snow, believes this stock is still heading upwards and have thus slightly increased their investment in Comcast Corporation (NASDAQ:CMCSA) during the quarter. Lansdowne Partners holds 27.1 million shares worth in excess of $1.45 billion, a position that accounts for 14% of its equity portfolio.

Disclosure: none.

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

The 10 Biggest Airports in the World

The 5 Most Gang Infested Cities In America

The 34 Smartest Countries in the World

The 10 Countries with the Highest Suicide Rates

The 10 Most Technologically Advanced Countries in the World

The 10 Safest Countries in the World to Live in Peace

The 10 Top Selling Smartphones in the World 2014

The 12 Biggest Shopping Centers in the World

The 10 Friendliest Countries in the World

Qihoo 360 Technology Co Ltd (QIHU), Actavis plc (ACT), Yahoo! Inc. (YHOO) Among 20 Long Ideas from Sohn Canada

The 10 Laziest Countries in the World

The 10 Most Polluted Countries in the World

The 10 Most Dangerous Cities in America 2014

The Top 10 Gold Producing Countries in the World

The 10 Tallest Buildings in the World

The 10 Richest Stand Up Comedians in the World

The 10 Fattest Countries in the World

The 5 Best Summer Jobs for Teens

The 10 Most Religious Countries in the World Keeping the Faith

The 10 Most Educated Countries in the World

The 10 Most Popular Cell Phones in the World

The 10 Drunkest Countries in the World

The 10 Most Expensive Private Schools in the World

The 10 Smallest Countries in the World

Walking Dead Season 5 Spoilers You’ll Wish You Didn’t Know

The 10 Poorest Countries in the World

The 10 Greenest Countries in the World

The Top 10 Countries with the Highest Population in the World

The 10 Most Visited Countries in the World

The Top 10 Star Wars Characters in the Iconic Series

The 10 Most Expensive Android Phones in the World

5 Reasons Why The Illuminati Is Real and a Threat to Society

The 6 Scariest Halloween Costumes Ever Screamed At

The 4 Biggest Hedge Fund Managers in the World Today

The 15 Most Densely Populated Countries in the World

The 10 Biggest Tea Drinking Countries in the World

Top 6 Ways to Improve Your Checkout Process and Close Sales

The 5 Most Profitable Online Businesses You Can Start Today

The 20 Most Profitable Hospitals in the US

The 5 Most Profitable Home Businesses to Start

The 7 Teams that Will Win the Stanley Cup in 2015

The Top 10 Most Expensive Digital Cameras to Snap Stunning Shots With

The 10 Highest Quality Fast Food Restaurants In America Today

The 8 Best Halloween Decorating Ideas to Spook Up Your House

10 Marvel Women that Should Get a Movie Right Now

The 20 Best Remixes of Popular Songs that Will Make You Forget the Originals

7 Most Expensive Cities in the World

5 Least Expensive Cities in the World

10 Celebrities Who Believe In Scientology

10 High Margin Food Products to Build a Business Around

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!