Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 13
- +1 vs. Q4 2022
- Portfolio value
- $1.27B
- +$104.9M (+9.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 700,000 | $157.8M | 12.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,500,000 | $155.6M | 12.2% | −500,000−25.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 440,250 | $135.9M | 10.7% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 225,000 | $106.3M | 8.4% | +100,000+80.0% | Added | History |
| CMCSAComcast Corp | Stock | 2,750,000 | $104.3M | 8.2% | −750,000−21.4% | Reduced | History |
| DHRDanaher Corp | Stock | 400,000 | $100.8M | 7.9% | +200,000+100.0% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 350,000 | $92.3M | 7.3% | −175,000−33.3% | Reduced | History |
| CNICanadian National Railway Co | Stock | 707,250 | $83.4M | 6.6% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,000,000 | $76.9M | 6.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 259,500 | $74.8M | 5.9% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 550,000 | $71.7M | 5.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 301,500 | $60.3M | 4.7% | +301,500 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 750,000 | $50.0M | 3.9% | 00.0% | Unchanged | History |