CALEDONIA INVESTMENTS PLC
Top Portfolio Positions
15 positions ·
$856,114,594 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
702,563 | $116,161,766 | 13.57% |
| TXN |
Texas Instruments Inc
Technology
|
518,000 | $100,564,520 | 11.75% |
| MSFT |
Microsoft Corp
Technology
|
234,317 | $86,737,123 | 10.13% |
| WSO |
Watsco Inc
Industrials
|
232,927 | $84,736,513 | 9.90% |
| FAST |
Fastenal Co
Industrials
|
1,385,112 | $64,269,196 | 7.51% |
| SCHW |
Schwab Charles Corp
Financial Services
|
611,000 | $57,421,780 | 6.71% |
| MCO |
Moodys Corp /De/
Financial Services
|
129,800 | $56,625,250 | 6.61% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
111,767 | $54,936,833 | 6.42% |
| ORCL |
Oracle Corp
Technology
|
373,100 | $54,886,741 | 6.41% |
| CTAS |
Cintas Corp
Industrials
|
222,000 | $37,549,080 | 4.39% |
Portfolio Trend
Holdings in POOL
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,587,216 | 175,887 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $40,234,151 | 175,887 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $49,886,232 | 160,887 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,563,502 | 152,887 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $41,190,351 | 129,387 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $41,487,965 | 121,687 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $45,851,661 | 121,687 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $37,398,065 | 121,687 | Shares | Sole | 2024-07-19 | |
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