$414 Million is the total value of Veritas Investment Management (UK) Ltd's 33 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | Buy | UNITEDHEALTH GROUP | $31,173,000 | +20.4% | 105,688 | +1.8% | 7.53% | -3.6% |
| LH | Buy | LABORATORY CORP AMERICA HOLDINGS | $26,609,000 | +74.7% | 160,189 | +32.9% | 6.43% | +39.9% |
| MA | Buy | MASTERCARD 'A'cl a | $26,176,000 | +25.7% | 88,522 | +2.7% | 6.32% | +0.7% |
| CERN | Buy | CERNER CORP | $26,138,000 | +62.2% | 381,302 | +49.0% | 6.32% | +29.9% |
| ACN | Buy | ACCENTURE 'A' | $23,548,000 | +35.5% | 109,670 | +3.0% | 5.69% | +8.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR -ADR SPONS.-adr | $22,738,000 | +19.1% | 400,527 | +0.2% | 5.49% | -4.7% |
| TSCO | Buy | TRACTOR SUPPLY | $17,321,000 | +79.1% | 131,430 | +14.9% | 4.18% | +43.4% |
| FISV | Buy | FISERV | $16,403,000 | +8.7% | 168,032 | +5.8% | 3.96% | -12.9% |
| HAS | Buy | HASBRO | $15,466,000 | +13.1% | 206,350 | +8.0% | 3.74% | -9.4% |
| APH | Buy | AMPHENOL 'A'cl a | $15,025,000 | +39.6% | 156,819 | +6.2% | 3.63% | +11.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $14,648,000 | +26.8% | 98,383 | +16.4% | 3.54% | +1.5% |
| ALGN | Buy | ALIGN TECHNOLOGY | $14,628,000 | +65.6% | 53,300 | +5.0% | 3.53% | +32.6% |
| GOOG | Buy | ALPHABET 'C' -NON VOTING-cap stk cl c | $14,272,000 | +28.2% | 10,096 | +5.5% | 3.45% | +2.6% |
| AVY | Buy | AVERY DENNISON | $13,270,000 | +18.7% | 116,313 | +6.0% | 3.21% | -5.0% |
| BAM | Buy | BROOKFIELD ASSET MGMT 'A' -LTD VTG- | $193,000 | +7.2% | 4,326 | +50.0% | 0.05% | -13.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q4 2021 | 10.3% |
| BERKSHIRE HATHAWAY INC DEL | 36 | Q4 2021 | 14.4% |
| UNITEDHEALTH GROUP | 36 | Q4 2021 | 12.0% |
| LABORATORY CORP OF | 36 | Q4 2021 | 7.0% |
| ALTRIA GROUP | 36 | Q4 2021 | 3.6% |
| JPMORGAN CHASE & CO | 36 | Q4 2021 | 0.2% |
| FRANCO-NEVADA CORP | 34 | Q4 2021 | 10.0% |
| WELLS FARGO & CO NEW | 34 | Q4 2021 | 0.2% |
| HONEYWELL INTL INC | 29 | Q2 2021 | 1.7% |
| PHILIP MORRIS INTL | 28 | Q4 2019 | 5.0% |
View Veritas Investment Management (UK) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-08-06 |
| 13F-HR/A | 2020-05-06 |
| 13F-HR | 2020-05-06 |
View Veritas Investment Management (UK) 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.