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Caledonia Investments Plc Top Holdings and 13F Report (2025)

About Caledonia Investments Plc

Investment Activity

  • Caledonia Investments Plc has $859.83 million in total holdings as of March 31, 2025.
  • Caledonia Investments Plc owns shares of 14 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.28% of the portfolio was purchased this quarter.
  • This quarter, Caledonia Investments Plc has purchased 14 new stocks and bought additional shares in 1 stock.
  • Caledonia Investments Plc sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Watsco
$98,906,959
Microsoft
$94,955,877
Oracle
$93,260,580
Texas Instruments
$82,874,201

Largest Purchases this Quarter

Pool
7,700 shares (about $2.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCaledonia Investments Plc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Philip Morris International Inc. stock logo
PM
Philip Morris International
$116,272,3990.0%732,56313.5%Consumer Staples
Watsco, Inc. stock logo
WSO
Watsco
$98,906,9590.0%194,42711.5%Construction
Microsoft Co. stock logo
MSFT
Microsoft
$94,955,8770.0%253,31711.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$93,260,5800.0%667,10010.8%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$82,874,2010.0%460,9509.6%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$55,685,2430.0%718,0566.5%Retail/Wholesale
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$52,090,3460.0%141,4006.1%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$49,900,8810.0%100,2675.8%Medical
Moody's Co. stock logo
MCO
Moody's
$49,402,3320.0%106,0505.7%Finance
Pool Co. stock logo
POOL
Pool
$41,151,535$2,448,985 6.3%129,3874.8%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$36,754,3800.0%278,0004.3%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$33,458,3610.0%146,1003.9%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$31,222,6460.0%123,2103.6%Basic Materials
Fortis Inc. stock logo
FTS
Fortis
$23,889,5340.0%526,7002.8%Utilities

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data