Consu as of Sept. 30, 2019
Portfolio Holdings for Consu
Consu holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 22.3 | $259M | 5.8M | 45.08 | |
| Berkshire Hathaway (BRK.B) | 15.2 | $177M | 850k | 208.02 | |
| Alphabet Inc Class A cs (GOOGL) | 8.9 | $104M | 85k | 1221.14 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.8 | $103M | 250k | 412.12 | |
| Wells Fargo & Company (WFC) | 7.3 | $85M | 1.7M | 50.44 | |
| American International (AIG) | 7.2 | $84M | 1.5M | 55.70 | |
| Walt Disney Company (DIS) | 5.9 | $68M | 525k | 130.32 | |
| Howard Hughes | 5.6 | $65M | 500k | 129.60 | |
| UnitedHealth (UNH) | 4.7 | $54M | 250k | 217.32 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $47M | 400k | 117.69 | |
| Sensata Technolo (ST) | 3.7 | $43M | 850k | 50.06 | |
| Hca Holdings (HCA) | 2.6 | $30M | 250k | 120.42 | |
| Element Solutions (ESI) | 1.8 | $21M | 2.1M | 10.18 | |
| Delta Air Lines (DAL) | 0.6 | $7.2M | 125k | 57.60 | |
| Hldgs (UAL) | 0.6 | $6.6M | 75k | 88.41 | |
| Southwest Airlines (LUV) | 0.5 | $5.4M | 100k | 54.01 | |
| American Airls (AAL) | 0.5 | $5.4M | 200k | 26.97 |
