Filed: 8/14/2023ACC: 0001104659-23-091044
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$1.44B
Total AUM (reported)
10.12M
Total Shares
Allocation by class
COM$863.48M60.0%
COM CL A$166.24M11.6%
CAP STK CL A$149.63M10.4%
CL A$114.26M7.9%
CL B NEW$102.30M7.1%
SPONSORED ADR$42.54M3.0%
Portfolio Concentration
Top 3$460.05M32.0%
4–10$732.49M50.9%
11–25$245.90M17.1%
Top 3 weight
32.0%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 10.12M
Sole
Full voting authority
10.12M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
VISA INC
SOLEShares700K
TypeSH
Market value$166.24M
11.56%
Sole
700K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.25M
TypeSH
Market value$149.63M
10.40%
Sole
1.25M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares300K
TypeSH
Market value$144.19M
10.02%
Sole
300K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares500K
TypeSH
Market value$120.00M
8.34%
Sole
500K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares2.75M
TypeSH
Market value$114.26M
7.94%
Sole
2.75M
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares500K
TypeSH
Market value$112.85M
7.85%
Sole
500K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares750K
TypeSH
Market value$109.08M
7.58%
Sole
750K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares300K
TypeSH
Market value$102.30M
7.11%
Sole
300K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares259.50K
TypeSH
Market value$88.37M
6.14%
Sole
259.50K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares707.25K
TypeSH
Market value$85.63M
5.95%
Sole
707.25K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares275K
TypeSH
Market value$83.46M
5.80%
Sole
275K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1M
TypeSH
Market value$80.77M
5.62%
Sole
1M
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares750K
TypeSH
Market value$42.54M
2.96%
Sole
750K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares75K
TypeSH
Market value$39.13M
2.72%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 700K | SH | $166.24M 11.56% | 700K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.25M | SH | $149.63M 10.40% | 1.25M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 300K | SH | $144.19M 10.02% | 300K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 500K | SH | $120.00M 8.34% | 500K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 2.75M | SH | $114.26M 7.94% | 2.75M | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 500K | SH | $112.85M 7.85% | 500K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 750K | SH | $109.08M 7.58% | 750K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 300K | SH | $102.30M 7.11% | 300K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 259.50K | SH | $88.37M 6.14% | 259.50K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 707.25K | SH | $85.63M 5.95% | 707.25K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 275K | SH | $83.46M 5.80% | 275K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1M | SH | $80.77M 5.62% | 1M | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 750K | SH | $42.54M 2.96% | 750K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 75K | SH | $39.13M 2.72% | 75K | 0.00 | 0.00 |