Consu as of Sept. 30, 2025
Portfolio Holdings for Consu
Consu holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.5 | $220M | 425k | 517.95 | |
| Danaher Corporation (DHR) | 12.4 | $218M | 1.1M | 198.26 | |
| Canadian Pacific Kansas City (CP) | 11.6 | $205M | 2.8M | 74.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.1 | $195M | 800k | 243.10 | |
| Airbnb Com Cl A (ABNB) | 10.4 | $182M | 1.5M | 121.42 | |
| Amazon (AMZN) | 10.0 | $176M | 800k | 219.57 | |
| Union Pacific Corporation (UNP) | 8.7 | $154M | 650k | 236.37 | |
| Qxo Com New (QXO) | 8.1 | $143M | 7.5M | 19.06 | |
| Lowe's Companies (LOW) | 5.7 | $101M | 400k | 251.31 | |
| Hilton Worldwide Holdings (HLT) | 4.4 | $78M | 300k | 259.44 | |
| Hca Holdings (HCA) | 3.6 | $64M | 150k | 426.20 | |
| Howard Hughes Holdings (HHH) | 1.4 | $25M | 300k | 82.17 |
