CALEDONIA INVESTMENTS PLC
CIK: 0001037766SEC EDGAR →
Portfolio Value
$902.3M
Holdings
15
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Philip Morris International Inc | 732,563 | $117.5M | 13.02% |
| 2 | Microsoft Corp | 234,317 | $113.3M | 12.56% |
| 3 | Texas Instruments Inc | 518,000 | $89.8M | 9.96% |
| 4 | Watsco Inc | 232,927 | $78.5M | 8.70% |
| 5 | Oracle Corp | 373,100 | $72.7M | 8.06% |
| 6 | Thermo Fisher Scientific Inc | 111,767 | $64.8M | 7.18% |
| 7 | Charles Schwab Corp | 611,000 | $61.1M | 6.77% |
| 8 | Moody's Corp | 118,800 | $60.7M | 6.73% |
| 9 | Fastenal Co | 1,385,112 | $55.6M | 6.16% |
| 10 | Alibaba Group Holding Ltd | 278,000 | $40.7M | 4.51% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $275.9M | 30.6% |
| Industrials | 4 | $189.2M | 21.0% |
| Unknown | 2 | $150.8M | 16.7% |
| Financial Services | 2 | $121.7M | 13.5% |
| Healthcare | 1 | $64.8M | 7.2% |
| Consumer Cyclical | 1 | $40.7M | 4.5% |
| Communication Services | 1 | $35.4M | 3.9% |
| Utilities | 1 | $23.8M | 2.6% |