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Consulta Ltd.
Nicholas Lamotte · Hedge Fund · Value
Consulta Limited is a London-based private investment firm founded in 1978. The institution specializes in making concentrated, long-term investments in both public and private companies, typically focusing on businesses led by owner-oriented management teams. Authorized and regulated by the Financial Conduct Authority in the United Kingdom, the firm manages assets for institutional investors and private investment funds. Its portfolio is characterized by a small number of high-conviction positions in quality enterprises with sustainable competitive advantages and long-term growth potential.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.3% |
| YTD return | +5.5% |
| Sharpe ratio | 3.33 |
| Win rate | 68% |
| AUM | $3.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.consulta.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ABNB | Airbnb Inc | 13.4% | +36.0% |
| MSFT | Microsoft Corporation | 12.0% | +3.2% |
| PS | Pershing Square Inc. | 12.0% | -4.0% |
| V | Visa Inc. Class A | 10.2% | +14.6% |
| AMZN | Amazon.com Inc | 9.7% | +13.7% |
| NFLX | Netflix Inc | 7.0% | -7.6% |
| PGR | Progressive Corp | 6.6% | +6.9% |
| WCN | Waste Connections Inc | 5.8% | -5.9% |
| HCA | HCA Holdings Inc | 5.6% | +2.9% |
| QXO | QXO, Inc. | 5.4% | -42.0% |
| UNP | Union Pacific Corporation | 4.6% | +20.3% |
| MSCI | MSCI Inc | 3.8% | -8.4% |
| GOOGL | Alphabet Inc Class A | 3.5% | +40.1% |
| HHH | Howard Hughes Holdings Inc. | 0.7% | -25.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | HHH | 0.9% → 0.7% |
| Aug 31, 2026 | SELL | DHR | 5.0% → 0.0% |
| Aug 31, 2026 | BUY | PS | 0.0% → 12.0% |
| Aug 31, 2026 | BUY | PGR | 5.8% → 6.6% |
| Aug 31, 2026 | SELL | MSFT | 13.8% → 12.0% |
Investment Style Analysis
Consulta Ltd. is widely recognized for employing a Value strategy. As of Sep 16, 2026, the firm oversees approximately $3.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Travel Services and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Consulta Ltd. made a significant move by reducing the position in HHH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Consulta Limited follows a concentrated, value-oriented investment philosophy that emphasizes long-term ownership of high-quality businesses. The firm conducts deep fundamental research to identify companies with durable competitive moats and management teams that demonstrate a strong alignment with shareholder interests. By maintaining a focused portfolio and a multi-year time horizon, Consulta seeks to generate superior risk-adjusted returns through the compounding of business value rather than short-term market timing or speculative trades.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Consulta Ltd..
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Frequently asked questions
How is the simulated portfolio for Consulta Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Consulta Ltd.'s largest holding?
As of the latest filing, Consulta Ltd.'s top position is Airbnb Inc (ABNB), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Consulta Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +13.3% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.33, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Consulta Ltd. primarily invest in?
Consulta Ltd. has a strong preference for the Travel Services sector, which makes up 13.4% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Consulta Ltd.'s portfolio concentrated or diversified?
Consulta Ltd. runs a highly concentrated portfolio with 14 disclosed positions. The top 3 holdings alone account for 37.3% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Consulta Ltd. performed in 2026?
Our AI-simulated model portfolio for Consulta Ltd. tracks a Year-to-Date (YTD) return of +5.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nicholas Lamotte manage Consulta Ltd. directly?
Yes, Nicholas Lamotte serves as the key portfolio manager for Consulta Ltd., overseeing the investment strategy and final capital allocation decisions.