Consu as of Dec. 31, 2025
Portfolio Holdings for Consu
Consu holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.4 | $272M | 1.2M | 230.82 | |
| Microsoft Corporation (MSFT) | 11.4 | $232M | 480k | 483.62 | |
| Airbnb Com Cl A (ABNB) | 10.0 | $204M | 1.5M | 135.72 | |
| Qxo Com New (QXO) | 9.5 | $193M | 10M | 19.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.1 | $186M | 595k | 313.00 | |
| Visa Com Cl A (V) | 8.6 | $175M | 500k | 350.71 | |
| Canadian Pacific Kansas City (CP) | 8.2 | $168M | 2.3M | 73.63 | |
| Union Pacific Corporation (UNP) | 7.4 | $150M | 650k | 231.32 | |
| Danaher Corporation (DHR) | 6.7 | $137M | 600k | 228.92 | |
| Hilton Worldwide Holdings (HLT) | 4.2 | $86M | 300k | 287.25 | |
| Linde SHS (LIN) | 3.8 | $77M | 180k | 426.39 | |
| Netflix (NFLX) | 3.5 | $70M | 750k | 93.76 | |
| Progressive Corporation (PGR) | 3.1 | $63M | 276k | 227.72 | |
| Howard Hughes Holdings (HHH) | 1.2 | $24M | 300k | 79.77 |
