Filed: 11/14/2023ACC: 0001104659-23-117791
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$1.39B
Total AUM (reported)
9.46M
Total Shares
Allocation by class
COM$892.87M64.1%
CAP STK CL A$163.57M11.8%
COM CL A$161.01M11.6%
CL A$121.94M8.8%
CL B NEW$52.55M3.8%
Portfolio Concentration
Top 3$513.65M36.9%
4–10$713.36M51.2%
11–25$164.92M11.8%
Top 3 weight
36.9%
Top 10 weight
88.2%
Voting Authority Distribution
Total shares with voting rights: 9.46M
Sole
Full voting authority
9.46M
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:
UNITEDHEALTH GROUP INC
SOLEShares375K
TypeSH
Market value$189.07M
13.58%
Sole
375K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.25M
TypeSH
Market value$163.57M
11.75%
Sole
1.25M
Shared
0.00
None
0.00
VISA INC
SOLEShares700K
TypeSH
Market value$161.01M
11.57%
Sole
700K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares500K
TypeSH
Market value$124.05M
8.91%
Sole
500K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares2.75M
TypeSH
Market value$121.94M
8.76%
Sole
2.75M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares750K
TypeSH
Market value$108.77M
7.81%
Sole
750K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares500K
TypeSH
Market value$103.92M
7.47%
Sole
500K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares800K
TypeSH
Market value$86.66M
6.23%
Sole
800K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares350K
TypeSH
Market value$86.09M
6.19%
Sole
350K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares259.50K
TypeSH
Market value$81.94M
5.89%
Sole
259.50K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1M
TypeSH
Market value$74.41M
5.35%
Sole
1M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares150K
TypeSH
Market value$52.55M
3.77%
Sole
150K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares75K
TypeSH
Market value$37.96M
2.73%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 375K | SH | $189.07M 13.58% | 375K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.25M | SH | $163.57M 11.75% | 1.25M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 700K | SH | $161.01M 11.57% | 700K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 500K | SH | $124.05M 8.91% | 500K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 2.75M | SH | $121.94M 8.76% | 2.75M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 750K | SH | $108.77M 7.81% | 750K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 500K | SH | $103.92M 7.47% | 500K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 800K | SH | $86.66M 6.23% | 800K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 350K | SH | $86.09M 6.19% | 350K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 259.50K | SH | $81.94M 5.89% | 259.50K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1M | SH | $74.41M 5.35% | 1M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 150K | SH | $52.55M 3.77% | 150K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 75K | SH | $37.96M 2.73% | 75K | 0.00 | 0.00 |