Consu as of March 31, 2016
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 12.9 | $106M | 1.0M | 105.89 | |
| Hca Holdings (HCA) | 12.9 | $105M | 1.4M | 78.05 | |
| Charter Communications | 12.4 | $101M | 500k | 202.43 | |
| DaVita (DVA) | 9.9 | $81M | 1.1M | 73.38 | |
| Comcast Corporation (CMCSA) | 9.4 | $77M | 1.3M | 61.08 | |
| Allison Transmission Hldngs I (ALSN) | 9.1 | $74M | 2.8M | 26.98 | |
| Sensata Technologies Hldg Bv | 8.9 | $73M | 1.9M | 38.84 | |
| Berkshire Hathaway (BRK.B) | 8.0 | $66M | 462k | 141.88 | |
| Visa (V) | 8.0 | $65M | 850k | 76.48 | |
| Wells Fargo & Company (WFC) | 3.6 | $29M | 605k | 48.36 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $25M | 175k | 141.59 | |
| American International (AIG) | 1.2 | $9.5M | 175k | 54.05 | |
| Platform Specialty Prods Cor | 0.8 | $6.5M | 750k | 8.60 |
