Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 15
- +1 vs. Q2 2024
- Portfolio value
- $1.62B
- +$151.9M (+10.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 690,000 | $189.7M | 11.7% | +190,000+38.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,100,000 | $182.4M | 11.3% | +250,000+29.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 275,000 | $160.8M | 9.9% | −25,000−8.3% | Reduced | History |
| DHRDanaher Corp | Stock | 500,000 | $139.0M | 8.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 300,000 | $129.1M | 8.0% | +40,500+15.6% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,400,000 | $119.8M | 7.4% | +400,000+40.0% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 275,000 | $111.8M | 6.9% | −50,000−15.4% | Reduced | History |
| QXOQXO, Inc. | COM NEW | 6,600,000 | $104.1M | 6.4% | +6,600,000 | New | History |
| LOWLowes Companies Inc | Stock | 325,000 | $88.0M | 5.4% | −75,000−18.8% | Reduced | History |
| CNICanadian National Railway Co | Stock | 700,000 | $82.0M | 5.1% | −100,000−12.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 250,000 | $76.1M | 4.7% | −50,000−16.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 350,000 | $73.8M | 4.6% | −150,000−30.0% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 300,000 | $69.2M | 4.3% | +300,000 | New | History |
| DISWalt Disney Co | Stock | 500,000 | $48.1M | 3.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 100,000 | $46.0M | 2.8% | +100,000 | New | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.