Consulta Ltd - Q1 2018 holdings

$984 Million is the total value of Consulta Ltd's 13 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 18.2% .

 Value Shares↓ Weighting
CMCSA BuyCOMCAST CORP NEWcl a$157,182,000
-7.7%
4,600,000
+8.2%
15.98%
-20.5%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$148,812,000
+11.2%
746,000
+10.5%
15.13%
-4.3%
HCA  HCA HEALTHCARE INC$145,500,000
+10.4%
1,500,0000.0%14.79%
-5.0%
GOOGL BuyALPHABET INCcap stk cl a$71,563,000
+23.5%
69,000
+25.5%
7.28%
+6.3%
IQV BuyIQVIA HLDGS INC$71,130,000
+45.3%
725,000
+45.0%
7.23%
+25.1%
HHC  HOWARD HUGHES CORP$69,565,000
+6.0%
500,0000.0%7.07%
-8.8%
DVA  DAVITA INC$59,346,000
-8.7%
900,0000.0%6.03%
-21.5%
SBUX BuySTARBUCKS CORP$57,890,000
+12.0%
1,000,000
+11.1%
5.88%
-3.6%
TMO  THERMO FISHER SCIENTIFIC INC$51,615,000
+8.7%
250,0000.0%5.25%
-6.4%
CHTR NewCHARTER COMMUNICATIONS INC Ncl a$46,683,000150,000
+100.0%
4.75%
JPM  JPMORGAN CHASE & CO$43,988,000
+2.8%
400,0000.0%4.47%
-11.5%
NKE  NIKE INCcl b$33,220,000
+6.2%
500,0000.0%3.38%
-8.6%
AIG NewAMERICAN INTL GROUP INC$27,210,000500,000
+100.0%
2.77%
Original filings

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

  • View 13F-HR filed 2018-05-15
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.

Compare quarters

Export Consulta Ltd's holdings