Q4 2024 · 13F-HR
Consulta Ltdholdings as filed
Filed 2025-02-14 · accession 0001104659-25-013477
$1.53B
Reported value
13
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $197.5M | 12.9% | 625,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $189.3M | 12.4% | 1,000,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $180.9M | 11.8% | 2,500,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $165.1M | 10.8% | 550,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $158.1M | 10.4% | 375,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $139.1M | 9.11% | 275,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $137.7M | 9.02% | 600,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $74.1M | 4.86% | 300,000 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $72.5M | 4.75% | 250,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $67.9M | 4.44% | 275,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $63.6M | 4.16% | 4,000,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.3M | 2.97% | 100,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $36.0M | 2.35% | 150,000 | 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.