CALEDONIA INVESTMENTS PLC

Position in WSO — Watsco Inc

CIK 1037766 LONDON ENGLAND, X0

Position in WSO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$97,067,668

+$12,331,155 QoQ

Shares Held

232,927

0.0% QoQ

Ownership

0.565%

of shares outstanding

% of Portfolio

10.99%

of 13F equity value

Holder Rank

#31

of 782 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

CALEDONIA INVESTMENTS PLC holds $201,392,713 across 3 Industrial Distribution names. WSO ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc This page	232,927	$97,067,668
2	FAST	Fastenal Co	1,385,112	$66,526,929
3	POOL	Pool Corp	175,887	$37,798,116

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,067,668	232,927	0.0%	Shares	Sole	2026-07-17
2026-03-31	$84,736,513	232,927	0.0%	Shares	Sole	2026-04-22
2025-12-31	$78,484,752	232,927	+6.2%	Shares	Sole	2026-01-20
2025-09-30	$88,714,336	219,427	+12.9%	Shares	Sole	2025-11-06
2025-06-30	$85,862,851	194,427	0.0%	Shares	Sole	2025-07-18
2025-03-31	$98,827,244	194,427	0.0%	Shares	Sole	2025-04-11
2024-12-31	$92,137,011	194,427	-2.5%	Shares	Sole	2025-01-10
2024-09-30	$98,094,152	199,427	-6.6%	Shares	Sole	2024-10-02
2024-06-30	$98,867,923	213,427	-5.3%	Shares	Sole	2024-07-19
2024-03-31	$97,377,701	225,427	-3.7%	Shares	Sole	2024-04-12
2023-12-31	$100,297,971	234,084	-2.1%	Shares	Sole	2024-01-26
2023-09-30	$90,306,808	239,084	-8.4%	Shares	Sole	2023-10-13
2023-06-30	$99,595,713	261,084	-4.6%	Shares	Sole	2023-07-07
2023-03-31	$87,107,117	273,784	0.0%	Shares	Sole	2023-04-14
2022-12-31	$68,281,729	273,784	+1.9%	Shares	Sole	2023-01-17
2022-09-30	$69,201,128	268,784	0.0%	Shares	Sole	2022-10-21
2022-06-30	$64,190,994	268,784	0.0%	Shares	Sole	2022-07-15
2022-03-31	$81,882,357	268,784	0.0%	Shares	Sole	2022-04-15
2021-12-31	$84,097,137	268,784	0.0%	Shares	Sole	2022-01-11
2021-09-30	$71,125,622	268,784	0.0%	Shares	Sole	2021-10-12
2021-06-30	$77,044,245	268,784	0.0%	Shares	Sole	2021-07-16
2021-03-31	$70,085,428	268,784	0.0%	Shares	Sole	2021-04-20
2020-12-31	$60,893,015	268,784	0.0%	Shares	Sole	2021-01-22
2020-09-30	$62,597,105	268,784	0.0%	Shares	Sole	2020-10-14
2020-06-30	$47,762,916	268,784	0.0%	Shares	Sole	2020-08-25
2020-03-31	$42,475,935	268,784	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.