Consulta Ltd — 13F Holdings & Portfolio
CIK 1510677 · latest 13F-HR filed 2026-08-14
Consulta Ltd manages $2.77B in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ABNB (10.84%), PS (10.15%), V (9.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 2; 7 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 82.9%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 13, 2026.
19-21 OLD BOND STREET
LONDON W1S 4PX
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HALSEY INVESTMENTS I LIMITED Control | OWNER since Mar 2024 | 75% or more | Foreign Entity |
| Jacob, Laursen, Bjerre Fisker Control | CHIEF INVESTMENT OFFICER since Aug 2026 | Less than 5% | Individual |
| LAMOTTE, NICHOLAS, MAXIMILIAN Control | EXECUTIVE CHAIRMAN since Apr 2009 | Less than 5% | Individual |
| LLOYD OWEN, HARRY, DAVID MATTHEW Control | VICE CHAIRMAN since Jan 2014 | Less than 5% | Individual |
| Morris, George Control | CHIEF OPERATING OFFICER since Aug 2014 | Less than 5% | Individual |
| van der Westhuizen, Mary Control | COMPLIANCE OFFICER since Apr 2023 | Less than 5% | Individual |
| HALSEY INVESTMENTS LIMITED Control Indirect owner via HALSEY INVESTMENTS I LIMITED | OWNER since Jul 2012 | 75% or more | Foreign Entity |
| LAMOTTE, HARALD, ALEJANDRO Control Indirect owner via HALSEY INVESTMENTS LIMITED | SHAREHOLDER since Jul 2012 | 75% or more | Individual |
Ownership & leadership changes · 4 filings with changes since Feb 11, 2022
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedJacob, Laursen, Bjerre Fisker · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedLLOYD OWEN, HARRY, DAVID MATTHEW · title PRESIDENT → VICE CHAIRMAN
- ChangedLLOYD OWEN, HARRY, DAVID MATTHEW · title SENIOR VICE PRESIDENT → PRESIDENT
- ChangedMorris, George · title CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
- Changedvan der Westhuizen, Mary · title GENERAL COUNSEL → COMPLIANCE OFFICER
- No longer listedHALSEY INVESTMENTS LIMITED · OWNER · 75% or more · control person · listed since Jul 2012
- No longer listedWILLIAMS, RYAN, NEIL · DIRECTOR · Less than 5% · control person · listed since Apr 2011
- AddedHALSEY INVESTMENTS I LIMITED · OWNER · 75% or more · control person
- AddedHALSEY INVESTMENTS LIMITED · OWNER · 75% or more · indirect via HALSEY INVESTMENTS I LIMITED · control person
- ChangedLAMOTTE, NICHOLAS, MAXIMILIAN · title CHAIRMAN → EXECUTIVE CHAIRMAN; now a control person
- ChangedLLOYD OWEN, HARRY, DAVID MATTHEW · title CHIEF OPERATING OFFICER → SENIOR VICE PRESIDENT
- ListedHALSEY INVESTMENTS LIMITED · OWNER · 75% or more · control person
- ListedLAMOTTE, HARALD, ALEJANDRO · SHAREHOLDER · 75% or more · indirect via HALSEY INVESTMENTS LIMITED · control person
- ListedLAMOTTE, NICHOLAS, MAXIMILIAN · CHAIRMAN · Less than 5%
- ListedLLOYD OWEN, HARRY, DAVID MATTHEW · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedMorris, George · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedWILLIAMS, RYAN, NEIL · DIRECTOR · Less than 5% · control person
- Listedvan der Westhuizen, Mary · GENERAL COUNSEL · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- PROGRESSIVE CORP$77.7M +65.3%
- AIRBNB INC$73.2M +32.2%
- VISA INC$47.8M +21.1%
- NETFLIX INC.$37.8M +26.2%
- AMAZON COM INC$16.4M +6.7%
New Positions
- PERSHING SQUARE INC$281.2M
- WASTE CONNECTIONS INC$175.0M
- HCA HEALTHCARE INC$156.0M
- PERSHING SQUARE USA LTD$112.1M
Consulta Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AIRBNB INC | ABNB | 009066101 | $300.5M | 10.84% | 2,100,000 | SH |
| 2 | PERSHING SQUARE INC | PS | 71531U102 | $281.2M | 10.15% | 8,558,954 | SH |
| 3 | VISA INC | V | 92826C839 | $274.5M | 9.90% | 800,000 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $262.2M | 9.46% | 1,100,000 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $261.1M | 9.42% | 700,000 | SH |
| 6 | QXO INC | QXO | 82846H405 | $207.4M | 7.48% | 12,000,000 | SH |
| 7 | PROGRESSIVE CORP | PGR | 743315103 | $196.6M | 7.09% | 900,000 | SH |
| 8 | NETFLIX INC. | NFLX | 64110L106 | $182.1M | 6.57% | 2,550,000 | SH |
| 9 | WASTE CONNECTIONS INC | WCN | 94106B101 | $175.0M | 6.31% | 1,050,000 | SH |
| 10 | HCA HEALTHCARE INC | HCA | 40412C101 | $156.0M | 5.63% | 400,000 | SH |
| 11 | UNION PAC CORP | UNP | 907818108 | $122.4M | 4.42% | 450,000 | SH |
| 12 | PERSHING SQUARE USA LTD | PSUS | 71531T105 | $112.1M | 4.05% | 3,000,000 | SH |
| 13 | MSCI INC | MSCI | 55354G100 | $112.0M | 4.04% | 200,000 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $107.2M | 3.87% | 300,000 | SH |
| 15 | HOWARD HUGHES HOLDINGS INC | HHH | 44267T102 | $21.4M | 0.77% | 300,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.77B | 15 | 0001104659-26-096587 |
| 2026-03-31 | 2026-05-15 | $2.01B | 13 | 0001104659-26-061957 |
| 2025-12-31 | 2026-02-17 | $2.04B | 14 | 0001104659-26-015966 |
| 2025-09-30 | 2025-11-14 | $1.76B | 12 | 0001104659-25-112022 |
LONDON W1S 4PX