CALEDONIA INVESTMENTS PLC
Top Portfolio Positions
15 positions ·
$856,114,594 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in WSO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,736,513 | 232,927 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $78,484,752 | 232,927 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $88,714,336 | 219,427 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $85,862,851 | 194,427 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $98,827,244 | 194,427 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $92,137,011 | 194,427 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $98,094,152 | 199,427 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $98,867,923 | 213,427 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $97,377,701 | 225,427 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $100,297,971 | 234,084 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $90,306,808 | 239,084 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $99,595,713 | 261,084 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $87,107,117 | 273,784 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $68,281,729 | 273,784 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $69,201,128 | 268,784 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $64,190,994 | 268,784 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $81,882,357 | 268,784 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $84,097,137 | 268,784 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $71,125,622 | 268,784 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $77,044,245 | 268,784 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $70,085,428 | 268,784 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $60,893,015 | 268,784 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $62,597,105 | 268,784 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $47,762,916 | 268,784 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $42,475,935 | 268,784 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||