Q4 2023 · 13F-HR
Consulta Ltdholdings as filed
Filed 2024-02-14 · accession 0001104659-24-023096
$1.52B
Reported value
14
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $174.6M | 11.5% | 1,250,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $157.9M | 10.4% | 300,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $156.2M | 10.3% | 600,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $135.3M | 8.91% | 500,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $120.6M | 7.94% | 2,750,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $115.7M | 7.62% | 500,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $111.3M | 7.33% | 500,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $102.1M | 6.72% | 600,000 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $100.5M | 6.62% | 800,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $97.6M | 6.43% | 259,500 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $79.1M | 5.21% | 1,000,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $66.3M | 4.37% | 125,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.5M | 3.52% | 150,000 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $48.0M | 3.16% | 500,000 | 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.