$1.2 Billion is the total value of Consulta Ltd's 10 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CMCSA | Buy | COMCAST CORP NEWcl a | $269,820,000 | +4.1% | 6,000,000 | +4.3% | 22.53% | +1.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $167,424,000 | +61.3% | 125,000 | +47.1% | 13.98% | +56.8% |
UNH | Buy | UNITEDHEALTH GROUP INC | $132,291,000 | +143.5% | 450,000 | +80.0% | 11.05% | +136.6% |
HCA | Buy | HCA HEALTHCARE INC | $66,515,000 | +120.9% | 450,000 | +80.0% | 5.55% | +114.7% |
DAL | Buy | DELTA AIR LINES INC DEL | $40,936,000 | +468.6% | 700,000 | +460.0% | 3.42% | +452.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.