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| Name: |
CONSULTA LTD |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
SW1A 1ES |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOOGL |
Alphabet Inc |
1 |
- |
$174.18 |
$174,613,000 |
1,250,000 |
11.5% |
11,038,000 |
0 |
0.021 |
Search Engines & Info... |
|
|
CMCSA |
Comcast Corp |
5 |
- |
$39.37 |
$120,588,000 |
2,750,000 |
7.94% |
-1,347,000 |
0 |
0.06 |
CATV Systems |
|
|
DHR |
Danaher Corp |
6 |
- |
$264.84 |
$115,670,000 |
500,000 |
7.62% |
-8,380,000 |
0 |
0.07 |
General Building Mate... |
|
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LOW |
Lowes Companies Inc |
7 |
- |
$232.26 |
$111,275,000 |
500,000 |
7.33% |
7,355,000 |
0 |
0.066 |
Home Improvement Stores |
|
|
CNI |
Canadian National Railway (... |
9 |
- |
$126.57 |
$100,504,000 |
800,000 |
6.62% |
13,840,000 |
0 |
0.113 |
Railroads |
|
|
MSFT |
Microsoft Corp |
10 |
- |
$420.99 |
$97,582,000 |
259,500 |
6.43% |
15,645,000 |
0 |
0.003 |
Application Software |
|
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CP |
Canadian Pacific Railway Li... |
11 |
- |
$81.74 |
$79,060,000 |
1,000,000 |
5.21% |
4,650,000 |
0 |
0.108 |
Railroads |
|
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BRK.B |
Berkshire Hathaway B |
13 |
- |
$413.12 |
$53,499,000 |
150,000 |
3.52% |
954,000 |
0 |
0.011 |
Property & Casualty I... |
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