Consu as of Dec. 31, 2015
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications | 13.8 | $105M | 575k | 183.10 | |
Howard Hughes | 13.3 | $102M | 900k | 113.16 | |
Berkshire Hath-cl B | 13.0 | $99M | 750k | 132.04 | |
Allison Transmission Hldngs I (ALSN) | 11.0 | $84M | 3.3M | 25.89 | |
Hca Holdings (HCA) | 10.6 | $81M | 1.2M | 67.63 | |
Sensata Technologies Hldg Bv | 10.6 | $81M | 1.8M | 46.06 | |
DaVita (DVA) | 6.8 | $52M | 750k | 69.71 | |
Thermo Fisher Scientific (TMO) | 4.6 | $36M | 250k | 141.85 | |
Comcast Corporation (CMCSA) | 3.7 | $28M | 500k | 56.43 | |
Platform Specialty Prods Cor | 3.4 | $26M | 2.0M | 12.83 | |
Valeant Pharmaceuticals Int | 3.3 | $25M | 250k | 101.65 | |
Monsanto Company | 3.2 | $25M | 250k | 98.52 | |
Visa (V) | 2.7 | $21M | 265k | 77.55 |