Filed: 11/14/2025ACC: 0001104659-25-112022
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.76B
Total AUM (reported)
16.68M
Total Shares
Allocation by class
COM$1.24B70.5%
CAP STK CL A$194.48M11.1%
COM CL A$182.13M10.4%
COM NEW$142.95M8.1%
Portfolio Concentration
Top 3$643.06M36.6%
4–10$1.03B58.4%
11–25$88.58M5.0%
Top 3 weight
36.6%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 16.68M
Sole
Full voting authority
16.68M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
MICROSOFT CORP
SOLEShares425K
TypeSH
Market value$220.13M
12.52%
Sole
425K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares1.10M
TypeSH
Market value$218.09M
12.40%
Sole
1.10M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.75M
TypeSH
Market value$204.85M
11.65%
Sole
2.75M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares800K
TypeSH
Market value$194.48M
11.06%
Sole
800K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares1.50M
TypeSH
Market value$182.13M
10.36%
Sole
1.50M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares800K
TypeSH
Market value$175.66M
9.99%
Sole
800K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares650K
TypeSH
Market value$153.64M
8.74%
Sole
650K
Shared
0.00
None
0.00
QXO INC
SOLEShares7.50M
TypeSH
Market value$142.95M
8.13%
Sole
7.50M
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares400K
TypeSH
Market value$100.52M
5.72%
Sole
400K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares300K
TypeSH
Market value$77.83M
4.43%
Sole
300K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares150K
TypeSH
Market value$63.93M
3.63%
Sole
150K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares300K
TypeSH
Market value$24.65M
1.40%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 425K | SH | $220.13M 12.52% | 425K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 1.10M | SH | $218.09M 12.40% | 1.10M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.75M | SH | $204.85M 11.65% | 2.75M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 800K | SH | $194.48M 11.06% | 800K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 1.50M | SH | $182.13M 10.36% | 1.50M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 800K | SH | $175.66M 9.99% | 800K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 650K | SH | $153.64M 8.74% | 650K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 7.50M | SH | $142.95M 8.13% | 7.50M | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 400K | SH | $100.52M 5.72% | 400K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 300K | SH | $77.83M 4.43% | 300K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 150K | SH | $63.93M 3.63% | 150K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 300K | SH | $24.65M 1.40% | 300K | 0.00 | 0.00 |