Consu

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