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CIK: 0001510677
Total reported value
$2.8B
$2.8B
13 檔
32.1%
According to the latest 13F quarterly dataset, Consulta Ltd managed an equity portfolio of $2.8B at the end of Q4 2024, spanning 13 distinct U.S. exchange-listed positions.
In Q4 2024, Consulta Ltd adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 12.93% | -1.38% | -9.42% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.40% | -2.43% | -9.09% | |
| 3 | CP | Canadian Pacific Kansas City | Stock-Industrials | 11.85% | -5.29% | EXIT | |
| 4 | HCA | Hca Healthcare Inc | Stock-Healthcare | 10.81% | +5.63% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 10.35% | -3.02% | +25.00% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.11% | — | — | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 9.02% | -5.66% | EXIT | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 4.86% | — | — | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.75% | — | — | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.44% | — | -15.38% | |
| 11 | QXO | Qxo Inc | Stock-Industrials | 4.16% | -3.15% | -39.39% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | — | -57.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CP | Canadian Pacific Kansas City | +4.5% | +78.57% | Add |
| 2 | HCA | Hca Healthcare Inc | +3.9% | +100.00% | Add |
| 3 | MSFT | Microsoft CORP | +2.4% | +25.00% | Add |
| 4 | V | Visa Inc-class A Shares | +1.2% | -9.42% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | -9.09% | Trim |
| 6 | HLT | Hilton Worldwide Holdings In | +0.6% | — | Unchanged |
| 7 | DHR | Danaher CORP | +0.4% | +20.00% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 9 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 10 | UNH | Unitedhealth Group Inc | -0.8% | — | Unchanged |
| 11 | LOW | Lowe's Cos Inc | -1% | -15.38% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | -2.2% | -57.14% | Trim |
| 13 | QXO | Qxo Inc | -2.3% | -39.39% | Trim |
| 14 | DIS | Walt Disney Co/the | -3% | EXIT | Sold out |
| 15 | CNI | Canadian Natl Railway Co | -5.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Consulta Ltd reported a total U.S. public equity portfolio value of $2.8B across 13 disclosed positions in Q4 2024.
During Q4 2024, Consulta Ltd's top holdings by market value included V (12.9%)、GOOGL (12.4%)、CP (11.8%). The largest single position, V, represented 12.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, GOOGL, CP) accounted for 32.1% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
CNI
前期市值: $82.0M
In Q4 2024, Consulta Ltd made 11 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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