Consulta Ltd - Q3 2023 holdings

$1.39 Billion is the total value of Consulta Ltd's 13 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.1% .

 Value Shares↓ Weighting
UNH BuyUNITEDHEALTH GROUP INC$189,071,250
+31.1%
375,000
+25.0%
13.58%
+35.5%
GOOGL  ALPHABET INCcap stk cl a$163,575,000
+9.3%
1,250,0000.0%11.75%
+13.0%
V  VISA INC$161,007,000
-3.1%
700,0000.0%11.57%
+0.1%
DHR  DANAHER CORPORATION$124,050,000
+3.4%
500,0000.0%8.91%
+6.8%
CMCSA  COMCAST CORP NEWcl a$121,935,000
+6.7%
2,750,0000.0%8.76%
+10.3%
JPM  JPMORGAN CHASE & CO$108,765,000
-0.3%
750,0000.0%7.81%
+3.0%
LOW  LOWES COS INC$103,920,000
-7.9%
500,0000.0%7.47%
-4.8%
CNI BuyCANADIAN NATL RY CO$86,664,000
+1.2%
800,000
+13.1%
6.23%
+4.6%
HCA BuyHCA HEALTHCARE INC$86,093,000
+3.2%
350,000
+27.3%
6.18%
+6.6%
MSFT  MICROSOFT CORP$81,937,125
-7.3%
259,5000.0%5.89%
-4.2%
 CANADIAN PACIFIC KANSAS CITY$74,410,000
-7.9%
1,000,0000.0%5.35%
-4.8%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$52,545,000
-48.6%
150,000
-50.0%
3.78%
-46.9%
TMO  THERMO FISHER SCIENTIFIC INC$37,962,750
-3.0%
75,0000.0%2.73%
+0.3%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-750,000
-100.0%
-2.96%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
COMCAST CORP NEW37Q3 202322.8%
HCA HOLDINGS INC34Q3 202316.0%
BERKSHIRE HATHAWAY INC DEL26Q3 202318.6%
ALPHABET INC26Q3 202315.1%
JPMORGAN CHASE & CO24Q3 202313.8%
VISA INC23Q3 202320.8%
HOWARD HUGHES CORP23Q3 201913.5%
THERMO FISHER SCIENTIFIC INC19Q3 20237.2%
UNITEDHEALTH GROUP INC17Q3 202316.3%
SENSATA TECHNOLOGIES HLDG NV17Q2 201716.6%

View Consulta Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Consulta Ltd's complete filings history.

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