Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 14
- +1 vs. Q1 2023
- Portfolio value
- $1.44B
- +$168.2M (+13.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 700,000 | $166.2M | 11.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,250,000 | $149.6M | 10.4% | −250,000−16.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 300,000 | $144.2M | 10.0% | +75,000+33.3% | Added | History |
| DHRDanaher Corp | Stock | 500,000 | $120.0M | 8.3% | +100,000+25.0% | Added | History |
| CMCSAComcast Corp | Stock | 2,750,000 | $114.3M | 7.9% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 500,000 | $112.8M | 7.8% | +198,500+65.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 750,000 | $109.1M | 7.6% | +200,000+36.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 300,000 | $102.3M | 7.1% | −140,250−31.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 259,500 | $88.4M | 6.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 707,250 | $85.6M | 6.0% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 275,000 | $83.5M | 5.8% | −75,000−21.4% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,000,000 | $80.8M | 5.6% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 750,000 | $42.5M | 3.0% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 75,000 | $39.1M | 2.7% | +75,000 | New | History |