13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117791
Total Value
$1.39B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 375,000 | $189.1M | 13.58% |
| 2 | ALPHABET INC | GOOG | 1,250,000 | $163.6M | 11.75% |
| 3 | VISA INC | V | 700,000 | $161.0M | 11.57% |
| 4 | DANAHER CORPORATION | 235851102 | 500,000 | $124.0M | 8.91% |
| 5 | COMCAST CORP NEW | CCZ | 2,750,000 | $121.9M | 8.76% |
| 6 | JPMORGAN CHASE & CO | VYLD | 750,000 | $108.8M | 7.81% |
| 7 | LOWES COS INC | 548661107 | 500,000 | $103.9M | 7.47% |
| 8 | CANADIAN NATL RY CO | 136375102 | 800,000 | $86.7M | 6.23% |
| 9 | HCA HEALTHCARE INC | HCA | 350,000 | $86.1M | 6.19% |
| 10 | MICROSOFT CORP | MSFT | 259,500 | $81.9M | 5.89% |
| 11 | CANADIAN PACIFIC KANSAS CITY | CP | 1,000,000 | $74.4M | 5.35% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 150,000 | $52.5M | 3.77% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 75,000 | $38.0M | 2.73% |