CALEDONIA INVESTMENTS PLC
CIK: 1037766SEC EDGAR →
Portfolio Value
$169.7B
Holdings
15
As of
Q3 2026
New Positions
15
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FASTENAL ORD | 1,385,112 | $68.6B | 40.43% |
| 2 | CHARLES SCHWAB ORD | 671,000 | $65.6B | 38.64% |
| 3 | FORTIS ORD | 410,000 | $21.7B | 12.79% |
| 4 | PAYCHEX ORD | 133,000 | $13.1B | 7.72% |
| 5 | PHILIP MORRIS INTERNATIONAL ORD | 654,963 | $125.0M | 0.07% |
| 6 | TEXAS INSTRUMENTS ORD | 397,000 | $111.2M | 0.07% |
| 7 | MICROSOFT ORD | 173,017 | $88.7M | 0.05% |
| 8 | WATSCO ORD | 261,439 | $79.1M | 0.05% |
| 9 | THERMO FISHER SCIENTIFIC ORD | 111,767 | $75.5M | 0.04% |
| 10 | MOODYS ORD | 136,300 | $61.9M | 0.04% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 4 | $81.8B | 48.2% |
| Financial Services | 2 | $65.6B | 38.7% |
| Utilities | 1 | $21.7B | 12.8% |
| Technology | 3 | $255.9M | 0.2% |
| Unknown | 2 | $171.7M | 0.1% |
| Healthcare | 1 | $75.5M | 0.0% |
| Consumer Cyclical | 1 | $29.9M | 0.0% |
| Communication Services | 1 | $18.8M | 0.0% |