Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 11
- 0 vs. Q2 2022
- Portfolio value
- $1.00B
- −$533.2M (−34.8%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HCAHCA Healthcare, Inc. | COM | 750,000 | $137.8M | 13.8% | +125,000+20.0% | Added | History |
| VVisa Inc. | Stock | 700,000 | $124.4M | 12.4% | −922,500−56.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,300,000 | $124.3M | 12.4% | +120,000+10.2% | AddedConverted for a 20-for-1 split | History |
| BRK.BBerkshire Hathaway Inc | Stock | 440,250 | $117.6M | 11.7% | +440,250 | New | History |
| AMZNAmazon Com Inc | Stock | 1,000,000 | $113.0M | 11.3% | −1,000,000−50.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 375,000 | $87.3M | 8.7% | +375,000 | New | History |
| CMCSAComcast Corp | Stock | 2,750,000 | $80.7M | 8.1% | −750,000−21.4% | Reduced | History |
| CNICanadian National Railway Co | Stock | 707,250 | $76.4M | 7.6% | −292,750−29.3% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 775,000 | $51.7M | 5.2% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 400,000 | $48.2M | 4.8% | +400,000 | New | History |
| UNHUnitedHealth Group Inc | Stock | 77,500 | $39.1M | 3.9% | −77,500−50.0% | Reduced | History |
Sold out since Q2 2022 (3)
Positions held at the end of Q2 2022 that are gone from this filing.