Q3 2024 · 13F-HR
Consulta Ltdholdings as filed
Filed 2024-11-14 · accession 0001104659-24-118425
$1.62B
Reported value
15
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $189.7M | 11.7% | 690,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $182.4M | 11.3% | 1,100,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $160.8M | 9.93% | 275,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $139.0M | 8.58% | 500,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $129.1M | 7.97% | 300,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $119.8M | 7.39% | 1,400,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $111.8M | 6.90% | 275,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $104.1M | 6.43% | 6,600,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $88.0M | 5.43% | 325,000 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $82.0M | 5.06% | 700,000 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $76.1M | 4.70% | 250,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $73.8M | 4.56% | 350,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $69.2M | 4.27% | 300,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $48.1M | 2.97% | 500,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.0M | 2.84% | 100,000 | 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.