Filed: 8/14/2025ACC: 0001104659-25-078176
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.56B
Total AUM (reported)
15.93M
Total Shares
Allocation by class
COM$1.01B64.6%
COM CL A$198.51M12.7%
CAP STK CL A$193.85M12.4%
COM NEW$161.55M10.3%
Portfolio Concentration
Top 3$753.55M48.2%
4–10$810.85M51.8%
Top 3 weight
48.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 15.93M
Sole
Full voting authority
15.93M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
MICROSOFT CORP
SOLEShares600K
TypeSH
Market value$298.45M
19.08%
Sole
600K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares3M
TypeSH
Market value$237.81M
15.20%
Sole
3M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares1.10M
TypeSH
Market value$217.29M
13.89%
Sole
1.10M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares1.50M
TypeSH
Market value$198.51M
12.69%
Sole
1.50M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.10M
TypeSH
Market value$193.85M
12.39%
Sole
1.10M
Shared
0.00
None
0.00
QXO INC
SOLEShares7.50M
TypeSH
Market value$161.55M
10.33%
Sole
7.50M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares250K
TypeSH
Market value$95.78M
6.12%
Sole
250K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares300K
TypeSH
Market value$79.90M
5.11%
Sole
300K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares275K
TypeSH
Market value$61.01M
3.90%
Sole
275K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares300K
TypeSH
Market value$20.25M
1.29%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 600K | SH | $298.45M 19.08% | 600K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 3M | SH | $237.81M 15.20% | 3M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 1.10M | SH | $217.29M 13.89% | 1.10M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 1.50M | SH | $198.51M 12.69% | 1.50M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.10M | SH | $193.85M 12.39% | 1.10M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 7.50M | SH | $161.55M 10.33% | 7.50M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 250K | SH | $95.78M 6.12% | 250K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 300K | SH | $79.90M 5.11% | 300K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 275K | SH | $61.01M 3.90% | 275K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 300K | SH | $20.25M 1.29% | 300K | 0.00 | 0.00 |