Q3 2023 · 13F-HR
Consulta Ltdholdings as filed
Filed 2023-11-14 · accession 0001104659-23-117791
$1.39B
Reported value
13
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $189.1M | 13.6% | 375,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $163.6M | 11.8% | 1,250,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $161.0M | 11.6% | 700,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $124.0M | 8.91% | 500,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $121.9M | 8.76% | 2,750,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $108.8M | 7.81% | 750,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $103.9M | 7.47% | 500,000 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $86.7M | 6.23% | 800,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $86.1M | 6.19% | 350,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $81.9M | 5.89% | 259,500 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $74.4M | 5.35% | 1,000,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.5M | 3.77% | 150,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $38.0M | 2.73% | 75,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.