Filed: 2/14/2025ACC: 0001104659-25-013477
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$1.53B
Total AUM (reported)
11M
Total Shares
Allocation by class
COM$1.03B67.5%
COM CL A$197.53M12.9%
CAP STK CL A$189.30M12.4%
COM NEW$63.60M4.2%
CL B NEW$45.33M3.0%
Portfolio Concentration
Top 3$567.75M37.2%
4–10$814.48M53.3%
11–25$144.88M9.5%
Top 3 weight
37.2%
Top 10 weight
90.5%
Voting Authority Distribution
Total shares with voting rights: 11M
Sole
Full voting authority
11M
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
SOLEShares625K
TypeSH
Market value$197.53M
12.93%
Sole
625K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1M
TypeSH
Market value$189.30M
12.40%
Sole
1M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.50M
TypeSH
Market value$180.93M
11.85%
Sole
2.50M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares550K
TypeSH
Market value$165.08M
10.81%
Sole
550K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares375K
TypeSH
Market value$158.06M
10.35%
Sole
375K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares275K
TypeSH
Market value$139.11M
9.11%
Sole
275K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares600K
TypeSH
Market value$137.73M
9.02%
Sole
600K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares300K
TypeSH
Market value$74.15M
4.86%
Sole
300K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares250K
TypeSH
Market value$72.47M
4.75%
Sole
250K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares275K
TypeSH
Market value$67.87M
4.44%
Sole
275K
Shared
0.00
None
0.00
QXO INC
SOLEShares4M
TypeSH
Market value$63.60M
4.16%
Sole
4M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares100K
TypeSH
Market value$45.33M
2.97%
Sole
100K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares150K
TypeSH
Market value$35.96M
2.35%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 625K | SH | $197.53M 12.93% | 625K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1M | SH | $189.30M 12.40% | 1M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.50M | SH | $180.93M 11.85% | 2.50M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 550K | SH | $165.08M 10.81% | 550K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 375K | SH | $158.06M 10.35% | 375K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 275K | SH | $139.11M 9.11% | 275K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 600K | SH | $137.73M 9.02% | 600K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 300K | SH | $74.15M 4.86% | 300K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 250K | SH | $72.47M 4.75% | 250K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 275K | SH | $67.87M 4.44% | 275K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 4M | SH | $63.60M 4.16% | 4M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 100K | SH | $45.33M 2.97% | 100K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 150K | SH | $35.96M 2.35% | 150K | 0.00 | 0.00 |