13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001104659-24-118425
Total Value
$1.62B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 690,000 | $189.7M | 11.71% |
| 2 | ALPHABET INC | GOOG | 1,100,000 | $182.4M | 11.26% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 275,000 | $160.8M | 9.93% |
| 4 | DANAHER CORPORATION | 235851102 | 500,000 | $139.0M | 8.58% |
| 5 | MICROSOFT CORP | MSFT | 300,000 | $129.1M | 7.97% |
| 6 | CANADIAN PACIFIC KANSAS CITY | CP | 1,400,000 | $119.8M | 7.39% |
| 7 | HCA HEALTHCARE INC | HCA | 275,000 | $111.8M | 6.90% |
| 8 | QXO INC | QXO-PB | 6,600,000 | $104.1M | 6.43% |
| 9 | LOWES COS INC | 548661107 | 325,000 | $88.0M | 5.43% |
| 10 | CANADIAN NATL RY CO | 136375102 | 700,000 | $82.0M | 5.06% |
| 11 | MCDONALDS CORP | MCD | 250,000 | $76.1M | 4.70% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 350,000 | $73.8M | 4.56% |
| 13 | HILTON WORLDWIDE HLDGS INC | HLT | 300,000 | $69.2M | 4.27% |
| 14 | DISNEY WALT CO | 254687106 | 500,000 | $48.1M | 2.97% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 100,000 | $46.0M | 2.84% |