13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-021549
Total Value
$1.17B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,000,000 | $176.5M | 15.14% |
| 2 | VISA INC | V | 700,000 | $145.4M | 12.48% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 440,250 | $136.0M | 11.67% |
| 4 | HCA HEALTHCARE INC | HCA | 525,000 | $126.0M | 10.81% |
| 5 | COMCAST CORP NEW | CCZ | 3,500,000 | $122.4M | 10.50% |
| 6 | CANADIAN NATL RY CO | 136375102 | 707,250 | $84.1M | 7.22% |
| 7 | CANADIAN PAC RY LTD | 13645T100 | 1,000,000 | $74.6M | 6.40% |
| 8 | JPMORGAN CHASE & CO | VYLD | 550,000 | $73.8M | 6.33% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 125,000 | $66.3M | 5.69% |
| 10 | MICROSOFT CORP | MSFT | 259,500 | $62.2M | 5.34% |
| 11 | DANAHER CORPORATION | 235851102 | 200,000 | $53.1M | 4.56% |
| 12 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 750,000 | $45.0M | 3.86% |