Consu as of June 30, 2025
Portfolio Holdings for Consu
Consu holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.1 | $298M | 600k | 497.41 | |
| Canadian Pacific Kansas City (CP) | 15.2 | $238M | 3.0M | 79.27 | |
| Danaher Corporation (DHR) | 13.9 | $217M | 1.1M | 197.54 | |
| Airbnb Com Cl A (ABNB) | 12.7 | $199M | 1.5M | 132.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $194M | 1.1M | 176.23 | |
| Qxo Com New (QXO) | 10.3 | $162M | 7.5M | 21.54 | |
| Hca Holdings (HCA) | 6.1 | $96M | 250k | 383.10 | |
| Hilton Worldwide Holdings (HLT) | 5.1 | $80M | 300k | 266.34 | |
| Lowe's Companies (LOW) | 3.9 | $61M | 275k | 221.87 | |
| Howard Hughes Holdings (HHH) | 1.3 | $20M | 300k | 67.50 |
