$3.63 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 71 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $130,145,000 | -11.2% | 619,491 | -3.8% | 3.58% | -13.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,373,000 | -26.0% | 45,306 | -4.4% | 0.34% | -28.1% |
| MCD | Sell | MCDONALDS CORP | $1,177,000 | -1.3% | 4,765 | -1.2% | 0.03% | -5.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,165,000 | -18.6% | 2,430 | -2.2% | 0.03% | -20.0% |
| XYL | Sell | XYLEM INC | $741,000 | -12.9% | 9,480 | -5.0% | 0.02% | -16.7% |
| V | Sell | VISA INC | $559,000 | -36.2% | 2,839 | -27.9% | 0.02% | -40.0% |
| FB | Sell | META PLATFORMS INCcl a | $326,000 | -30.3% | 2,023 | -3.8% | 0.01% | -30.8% |
| CVS | Sell | CVS HEALTH CORP | $190,000 | -26.4% | 2,050 | -19.4% | 0.01% | -28.6% |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,250 | -100.0% | -0.01% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -700 | -100.0% | -0.01% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,600 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 9.3% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 12 | Q3 2023 | 8.6% |
| Laboratory Corp of America Holdings | 12 | Q3 2023 | 8.0% |
| MASTERCARD INCORPORATED | 12 | Q3 2023 | 7.3% |
| TRACTOR SUPPLY CO | 12 | Q3 2023 | 6.3% |
| MARSH & MCLENNAN COS INC | 12 | Q3 2023 | 6.2% |
| FISERV INC | 12 | Q3 2023 | 5.7% |
| AMPHENOL CORP NEW | 12 | Q3 2023 | 5.0% |
| Automatic Data Processing Inc | 12 | Q3 2023 | 4.4% |
View Veritas Investment Partners (UK) Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
View Veritas Investment Partners (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.