Filed: 5/15/2023ACC: 0001104659-23-060343
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$1.27B
Total AUM (reported)
9.93M
Total Shares
Allocation by class
COM$666.59M52.5%
COM CL A$157.82M12.4%
CAP STK CL A$155.59M12.2%
CL B NEW$135.94M10.7%
CL A$104.25M8.2%
SPONSORED ADR$50.05M3.9%
Portfolio Concentration
Top 3$449.35M35.4%
4–10$638.88M50.3%
11–25$182.01M14.3%
Top 3 weight
35.4%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 9.93M
Sole
Full voting authority
9.93M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
VISA INC
SOLEShares700K
TypeSH
Market value$157.82M
12.42%
Sole
700K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.50M
TypeSH
Market value$155.59M
12.25%
Sole
1.50M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares440.25K
TypeSH
Market value$135.94M
10.70%
Sole
440.25K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares225K
TypeSH
Market value$106.33M
8.37%
Sole
225K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares2.75M
TypeSH
Market value$104.25M
8.21%
Sole
2.75M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares400K
TypeSH
Market value$100.82M
7.94%
Sole
400K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares350K
TypeSH
Market value$92.29M
7.27%
Sole
350K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares707.25K
TypeSH
Market value$83.43M
6.57%
Sole
707.25K
Shared
0.00
None
0.00
CANADIAN PAC RY LTD
SOLEShares1M
TypeSH
Market value$76.94M
6.06%
Sole
1M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares259.50K
TypeSH
Market value$74.81M
5.89%
Sole
259.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares550K
TypeSH
Market value$71.67M
5.64%
Sole
550K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares301.50K
TypeSH
Market value$60.29M
4.75%
Sole
301.50K
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares750K
TypeSH
Market value$50.05M
3.94%
Sole
750K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 700K | SH | $157.82M 12.42% | 700K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.50M | SH | $155.59M 12.25% | 1.50M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 440.25K | SH | $135.94M 10.70% | 440.25K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 225K | SH | $106.33M 8.37% | 225K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 2.75M | SH | $104.25M 8.21% | 2.75M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 400K | SH | $100.82M 7.94% | 400K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 350K | SH | $92.29M 7.27% | 350K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 707.25K | SH | $83.43M 6.57% | 707.25K | 0.00 | 0.00 |
CANADIAN PAC RY LTDSOLE | COM | 1M | SH | $76.94M 6.06% | 1M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 259.50K | SH | $74.81M 5.89% | 259.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 550K | SH | $71.67M 5.64% | 550K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 301.50K | SH | $60.29M 4.75% | 301.50K | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 750K | SH | $50.05M 3.94% | 750K | 0.00 | 0.00 |