Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 14
- 0 vs. Q1 2024
- Portfolio value
- $1.47B
- −$84.4M (−5.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 500,000 | $49.6M | 3.4% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 300,000 | $76.5M | 5.2% | +85,000+39.5% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,000,000 | $78.7M | 5.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 400,000 | $88.2M | 6.0% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 800,000 | $94.5M | 6.4% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 1,250,000 | $97.3M | 6.6% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 2,500,000 | $97.9M | 6.7% | −250,000−9.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 500,000 | $101.1M | 6.9% | −100,000−16.7% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 325,000 | $104.4M | 7.1% | −75,000−18.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 259,500 | $116.0M | 7.9% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 500,000 | $124.9M | 8.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 500,000 | $131.2M | 8.9% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 300,000 | $152.8M | 10.4% | +50,000+20.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 850,000 | $154.8M | 10.5% | −150,000−15.0% | Reduced | History |