Consu as of June 30, 2026
Portfolio Holdings for Consu
Consu holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Com Cl A (ABNB) | 10.8 | $301M | 2.1M | 143.10 | |
| Pershing Square Common Stock | 10.1 | $281M | 8.6M | 32.86 | |
| Visa Com Cl A (V) | 9.9 | $275M | 800k | 343.09 | |
| Amazon (AMZN) | 9.5 | $262M | 1.1M | 238.34 | |
| Microsoft Corporation (MSFT) | 9.4 | $261M | 700k | 373.02 | |
| Qxo Com New (QXO) | 7.5 | $207M | 12M | 17.28 | |
| Progressive Corporation (PGR) | 7.1 | $197M | 900k | 218.45 | |
| Netflix (NFLX) | 6.6 | $182M | 2.6M | 71.40 | |
| Waste Connections (WCN) | 6.3 | $175M | 1.1M | 166.69 | |
| Hca Holdings (HCA) | 5.6 | $156M | 400k | 389.89 | |
| Union Pacific Corporation (UNP) | 4.4 | $122M | 450k | 272.00 | |
| Pershing Square Usa Com Shs | 4.0 | $112M | 3.0M | 37.38 | |
| Msci (MSCI) | 4.0 | $112M | 200k | 560.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $107M | 300k | 357.37 | |
| Howard Hughes Holdings (HHH) | 0.8 | $21M | 300k | 71.49 |
