Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- +1 vs. Q3 2022
- Portfolio value
- $1.17B
- +$164.7M (+16.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 2,000,000 | $176.5M | 15.1% | +700,000+53.8% | Added | History |
| VVisa Inc. | Stock | 700,000 | $145.4M | 12.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 440,250 | $136.0M | 11.7% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 525,000 | $126.0M | 10.8% | −225,000−30.0% | Reduced | History |
| CMCSAComcast Corp | Stock | 3,500,000 | $122.4M | 10.5% | +750,000+27.3% | Added | History |
| CNICanadian National Railway Co | Stock | 707,250 | $84.1M | 7.2% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,000,000 | $74.6M | 6.4% | +225,000+29.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 550,000 | $73.8M | 6.3% | +550,000 | New | History |
| UNHUnitedHealth Group Inc | Stock | 125,000 | $66.3M | 5.7% | +47,500+61.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 259,500 | $62.2M | 5.3% | −115,500−30.8% | Reduced | History |
| DHRDanaher Corp | Stock | 200,000 | $53.1M | 4.6% | +200,000 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 750,000 | $45.0M | 3.9% | +750,000 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.