Consu as of March 31, 2025
Portfolio Holdings for Consu
Consu holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.2 | $225M | 600k | 375.39 | |
| Canadian Pacific Kansas City (CP) | 14.2 | $211M | 3.0M | 70.21 | |
| Hca Holdings (HCA) | 14.0 | $207M | 600k | 345.55 | |
| Danaher Corporation (DHR) | 12.2 | $181M | 883k | 205.00 | |
| Airbnb Com Cl A (ABNB) | 10.1 | $149M | 1.3M | 119.46 | |
| Visa Com Cl A (V) | 10.1 | $149M | 425k | 350.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $124M | 800k | 154.64 | |
| Hilton Worldwide Holdings (HLT) | 7.7 | $114M | 500k | 227.55 | |
| Lowe's Companies (LOW) | 4.3 | $64M | 275k | 233.23 | |
| Qxo Com New (QXO) | 3.7 | $54M | 4.0M | 13.54 |
