Consu as of June 30, 2019
Portfolio Holdings for Consu
Consu holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 21.4 | $243M | 5.8M | 42.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 15.9 | $181M | 850k | 213.17 | |
| Charter Communications Inc N Cl A (CHTR) | 8.7 | $99M | 250k | 395.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $92M | 85k | 1082.80 | |
| JPMorgan Chase & Co. (JPM) | 7.4 | $84M | 750k | 111.80 | |
| American Intl Group Com New (AIG) | 7.0 | $80M | 1.5M | 53.28 | |
| Howard Hughes | 6.5 | $74M | 600k | 123.84 | |
| Disney Walt Com Disney (DIS) | 6.4 | $73M | 525k | 139.64 | |
| Wells Fargo & Company (WFC) | 6.2 | $71M | 1.5M | 47.32 | |
| Sensata Technologies Hldng P SHS (ST) | 3.2 | $37M | 750k | 49.00 | |
| Hca Holdings (HCA) | 3.0 | $34M | 250k | 135.17 | |
| Element Solutions (ESI) | 2.3 | $26M | 2.5M | 10.34 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $18M | 60k | 293.68 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.6 | $7.1M | 125k | 56.75 | |
| Hldgs (UAL) | 0.6 | $6.6M | 75k | 87.55 | |
| American Airls (AAL) | 0.6 | $6.5M | 200k | 32.61 | |
| Southwest Airlines (LUV) | 0.4 | $5.1M | 100k | 50.78 |
