Filed: 2/14/2023ACC: 0001104659-23-021549
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.17B
Total AUM (reported)
10.76M
Total Shares
Allocation by class
COM$539.99M46.3%
CAP STK CL A$176.46M15.1%
COM CL A$145.43M12.5%
CL B NEW$135.99M11.7%
CL A$122.39M10.5%
SPONSORED ADR$45.03M3.9%
Portfolio Concentration
Top 3$457.89M39.3%
4–10$609.30M52.3%
11–25$98.11M8.4%
Top 3 weight
39.3%
Top 10 weight
91.6%
Voting Authority Distribution
Total shares with voting rights: 10.76M
Sole
Full voting authority
10.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ALPHABET INC
SOLEShares2M
TypeSH
Market value$176.46M
15.14%
Sole
2M
Shared
0.00
None
0.00
VISA INC
SOLEShares700K
TypeSH
Market value$145.43M
12.48%
Sole
700K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares440.25K
TypeSH
Market value$135.99M
11.67%
Sole
440.25K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares525K
TypeSH
Market value$125.98M
10.81%
Sole
525K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares3.50M
TypeSH
Market value$122.39M
10.50%
Sole
3.50M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares707.25K
TypeSH
Market value$84.08M
7.22%
Sole
707.25K
Shared
0.00
None
0.00
CANADIAN PAC RY LTD
SOLEShares1M
TypeSH
Market value$74.59M
6.40%
Sole
1M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares550K
TypeSH
Market value$73.75M
6.33%
Sole
550K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares125K
TypeSH
Market value$66.27M
5.69%
Sole
125K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares259.50K
TypeSH
Market value$62.23M
5.34%
Sole
259.50K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares200K
TypeSH
Market value$53.08M
4.56%
Sole
200K
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares750K
TypeSH
Market value$45.03M
3.86%
Sole
750K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2M | SH | $176.46M 15.14% | 2M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 700K | SH | $145.43M 12.48% | 700K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 440.25K | SH | $135.99M 11.67% | 440.25K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 525K | SH | $125.98M 10.81% | 525K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 3.50M | SH | $122.39M 10.50% | 3.50M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 707.25K | SH | $84.08M 7.22% | 707.25K | 0.00 | 0.00 |
CANADIAN PAC RY LTDSOLE | COM | 1M | SH | $74.59M 6.40% | 1M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 550K | SH | $73.75M 6.33% | 550K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 125K | SH | $66.27M 5.69% | 125K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 259.50K | SH | $62.23M 5.34% | 259.50K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 200K | SH | $53.08M 4.56% | 200K | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 750K | SH | $45.03M 3.86% | 750K | 0.00 | 0.00 |