Consu as of Dec. 31, 2018
Portfolio Holdings for Consu
Consu holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 19.3 | $196M | 5.8M | 34.05 | |
| Berkshire Hathaway (BRK.B) | 17.1 | $174M | 850k | 204.18 | |
| Alphabet Inc Class A cs (GOOGL) | 8.1 | $83M | 79k | 1044.96 | |
| Hca Holdings (HCA) | 8.0 | $81M | 650k | 124.45 | |
| JPMorgan Chase & Co. (JPM) | 7.2 | $73M | 750k | 97.62 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $71M | 250k | 284.97 | |
| Howard Hughes | 5.8 | $59M | 600k | 97.62 | |
| Iqvia Holdings (IQV) | 5.7 | $58M | 500k | 116.17 | |
| American International (AIG) | 4.9 | $49M | 1.3M | 39.41 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $39M | 175k | 223.79 | |
| Dentsply Sirona (XRAY) | 2.9 | $30M | 800k | 37.21 | |
| Sensata Technolo (ST) | 2.9 | $29M | 650k | 44.84 | |
| DaVita (DVA) | 2.8 | $28M | 550k | 51.46 | |
| Platform Specialty Prods Cor | 2.0 | $21M | 2.0M | 10.33 | |
| American Airls (AAL) | 0.6 | $6.4M | 200k | 32.11 | |
| Delta Air Lines (DAL) | 0.6 | $6.2M | 125k | 49.90 | |
| Hldgs (UAL) | 0.6 | $6.3M | 75k | 83.73 | |
| Southwest Airlines (LUV) | 0.5 | $4.6M | 100k | 46.48 |
