Filed: 11/14/2024ACC: 0001104659-24-118425
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.62B
Total AUM (reported)
13.66M
Total Shares
Allocation by class
COM$1.10B67.8%
COM CL A$189.72M11.7%
CAP STK CL A$182.44M11.3%
COM NEW$104.08M6.4%
CL B NEW$46.03M2.8%
Portfolio Concentration
Top 3$532.94M32.9%
4–10$773.74M47.8%
11–25$313.20M19.3%
Top 3 weight
32.9%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 13.66M
Sole
Full voting authority
13.66M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
VISA INC
SOLEShares690K
TypeSH
Market value$189.72M
11.71%
Sole
690K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.10M
TypeSH
Market value$182.44M
11.26%
Sole
1.10M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares275K
TypeSH
Market value$160.79M
9.93%
Sole
275K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares500K
TypeSH
Market value$139.01M
8.58%
Sole
500K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares300K
TypeSH
Market value$129.09M
7.97%
Sole
300K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.40M
TypeSH
Market value$119.76M
7.39%
Sole
1.40M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares275K
TypeSH
Market value$111.77M
6.90%
Sole
275K
Shared
0.00
None
0.00
QXO INC
SOLEShares6.60M
TypeSH
Market value$104.08M
6.43%
Sole
6.60M
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares325K
TypeSH
Market value$88.03M
5.43%
Sole
325K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares700K
TypeSH
Market value$82.00M
5.06%
Sole
700K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares250K
TypeSH
Market value$76.13M
4.70%
Sole
250K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares350K
TypeSH
Market value$73.80M
4.56%
Sole
350K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares300K
TypeSH
Market value$69.15M
4.27%
Sole
300K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares500K
TypeSH
Market value$48.09M
2.97%
Sole
500K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares100K
TypeSH
Market value$46.03M
2.84%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 690K | SH | $189.72M 11.71% | 690K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.10M | SH | $182.44M 11.26% | 1.10M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 275K | SH | $160.79M 9.93% | 275K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 500K | SH | $139.01M 8.58% | 500K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 300K | SH | $129.09M 7.97% | 300K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.40M | SH | $119.76M 7.39% | 1.40M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 275K | SH | $111.77M 6.90% | 275K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 6.60M | SH | $104.08M 6.43% | 6.60M | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 325K | SH | $88.03M 5.43% | 325K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 700K | SH | $82.00M 5.06% | 700K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 250K | SH | $76.13M 4.70% | 250K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 350K | SH | $73.80M 4.56% | 350K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 300K | SH | $69.15M 4.27% | 300K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 500K | SH | $48.09M 2.97% | 500K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 100K | SH | $46.03M 2.84% | 100K | 0.00 | 0.00 |