Consulta Ltd

Comprehensive Analysis of Consulta Ltd 13F Filing (Q3 2025)

Portfolio Overview

Consulta Ltd’s 13F filing for the period ending September 30, 2025, reveals a period of substantial portfolio consolidation and deleveraging. The total portfolio value contracted sharply by 54.7%, decreasing from approximately $1.56 billion in the previous quarter to $708.69 million. This significant reduction in assets under management (AUM) was driven primarily by large-scale liquidations rather than just mark...