Consulta Ltd - Q3 2017 holdings

$747 Million is the total value of Consulta Ltd's 12 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 14.3% .

 Value Shares↓ Weighting
CMCSA BuyCOMCAST CORP NEWcl a$153,920,000
+43.8%
4,000,000
+45.5%
20.60%
+58.2%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$123,741,000
-18.4%
675,000
-24.6%
16.56%
-10.2%
HCA BuyHCA HEALTHCARE INC$119,385,000
-2.2%
1,500,000
+7.1%
15.98%
+7.6%
HHC BuyHOWARD HUGHES CORP$58,965,000
+20.0%
500,000
+25.0%
7.89%
+32.0%
DVA  DAVITA INC$53,451,000
-8.3%
900,0000.0%7.16%
+0.9%
SBUX BuySTARBUCKS CORP$48,339,000
+3.6%
900,000
+12.5%
6.47%
+14.0%
NKE SellNIKE INCcl b$44,073,000
-21.4%
850,000
-10.5%
5.90%
-13.5%
Q  QUINTILES IMS HOLDINGS INC$38,028,000
+6.2%
400,0000.0%5.09%
+16.8%
TMO SellTHERMO FISHER SCIENTIFIC INC$33,110,000
-5.1%
175,000
-12.5%
4.43%
+4.4%
JPM  JPMORGAN CHASE & CO$28,653,000
+4.5%
300,0000.0%3.84%
+14.9%
GOOGL BuyALPHABET INCcap stk cl a$24,343,000
+109.5%
25,000
+100.0%
3.26%
+130.5%
V SellVISA INC$21,048,000
-55.1%
200,000
-60.0%
2.82%
-50.6%
ST ExitSENSATA TECHNOLOGIES HLDG NV$0-750,000
-100.0%
-3.90%
CHTR ExitCHARTER COMMUNICATIONS INC Ncl a$0-125,000
-100.0%
-5.12%
Original filings

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

  • View 13F-HR filed 2017-11-14
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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