$822 Million is the total value of Consulta Ltd's 14 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | Sell | COMCAST CORP NEWcl a | $107,030,000 | -28.8% | 2,750,000 | -31.2% | 13.03% | -28.4% |
| HHC | Sell | HOWARD HUGHES CORP | $49,136,000 | -35.5% | 400,000 | -38.5% | 5.98% | -35.1% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $42,106,000 | -26.5% | 125,000 | -28.6% | 5.12% | -26.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $34,894,000 | -24.3% | 200,000 | -33.3% | 4.25% | -23.8% |
| ST | Sell | SENSATA TECHNOLOGIES HLDG NV | $32,040,000 | -26.6% | 750,000 | -25.0% | 3.90% | -26.2% |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -100,000 | -100.0% | -1.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COMCAST CORP NEW | 37 | Q3 2023 | 22.8% |
| HCA HOLDINGS INC | 34 | Q3 2023 | 16.0% |
| BERKSHIRE HATHAWAY INC DEL | 26 | Q3 2023 | 18.6% |
| ALPHABET INC | 26 | Q3 2023 | 15.1% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 13.8% |
| VISA INC | 23 | Q3 2023 | 20.8% |
| HOWARD HUGHES CORP | 23 | Q3 2019 | 13.5% |
| THERMO FISHER SCIENTIFIC INC | 19 | Q3 2023 | 7.2% |
| UNITEDHEALTH GROUP INC | 17 | Q3 2023 | 16.3% |
| SENSATA TECHNOLOGIES HLDG NV | 17 | Q2 2017 | 16.6% |
View Consulta Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Consulta Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.