13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001104659-23-060343
Total Value
$1.27B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 700,000 | $157.8M | 12.42% |
| 2 | ALPHABET INC | GOOG | 1,500,000 | $155.6M | 12.25% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 440,250 | $135.9M | 10.70% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 225,000 | $106.3M | 8.37% |
| 5 | COMCAST CORP NEW | CCZ | 2,750,000 | $104.3M | 8.21% |
| 6 | DANAHER CORPORATION | 235851102 | 400,000 | $100.8M | 7.94% |
| 7 | HCA HEALTHCARE INC | HCA | 350,000 | $92.3M | 7.27% |
| 8 | CANADIAN NATL RY CO | 136375102 | 707,250 | $83.4M | 6.57% |
| 9 | CANADIAN PAC RY LTD | 13645T100 | 1,000,000 | $76.9M | 6.06% |
| 10 | MICROSOFT CORP | MSFT | 259,500 | $74.8M | 5.89% |
| 11 | JPMORGAN CHASE & CO | VYLD | 550,000 | $71.7M | 5.64% |
| 12 | LOWES COS INC | 548661107 | 301,500 | $60.3M | 4.75% |
| 13 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 750,000 | $50.0M | 3.94% |