13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013477
Total Value
$1.53B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 625,000 | $197.5M | 12.93% |
| 2 | ALPHABET INC | GOOG | 1,000,000 | $189.3M | 12.40% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 2,500,000 | $180.9M | 11.85% |
| 4 | HCA HEALTHCARE INC | HCA | 550,000 | $165.1M | 10.81% |
| 5 | MICROSOFT CORP | MSFT | 375,000 | $158.1M | 10.35% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 275,000 | $139.1M | 9.11% |
| 7 | DANAHER CORPORATION | 235851102 | 600,000 | $137.7M | 9.02% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 300,000 | $74.1M | 4.86% |
| 9 | MCDONALDS CORP | MCD | 250,000 | $72.5M | 4.75% |
| 10 | LOWES COS INC | 548661107 | 275,000 | $67.9M | 4.44% |
| 11 | QXO INC | QXO-PB | 4,000,000 | $63.6M | 4.16% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 100,000 | $45.3M | 2.97% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 150,000 | $36.0M | 2.35% |