Caledonia Investments Plc Top Holdings and 13F Report (2024)

About Caledonia Investments Plc

Caledonia Investments Plc has $774.62 million in total holdings as of March 31, 2024.
Caledonia Investments Plc owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 0.80% of the portfolio was purchased this quarter.
About 0.99% of the portfolio was sold this quarter.
This quarter, Caledonia Investments Plc has purchased 13 new stocks and bought additional shares in 2 stocks.
Caledonia Investments Plc sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$106,398,206	$3,906,186 ▼	-3.5%	253,317	13.7%	Computer and Technology
ORCL Oracle	$105,357,396		0.0%	839,100	13.6%	Computer and Technology
WSO Watsco	$97,246,954	$3,734,543 ▼	-3.7%	225,427	12.6%	Construction
TXN Texas Instruments	$80,269,833		0.0%	460,950	10.4%	Computer and Technology
FAST Fastenal	$67,116,120		0.0%	870,056	8.7%	Retail/Wholesale
PM Philip Morris International	$67,095,445	$2,564,520 ▲	4.0%	732,563	8.7%	Consumer Staples
TMO Thermo Fisher Scientific	$58,216,023		0.0%	100,267	7.5%	Medical
MCO Moody's	$41,664,924		0.0%	106,050	5.4%	Finance
CHTR Charter Communications	$41,042,764	$3,628,250 ▲	9.7%	141,400	5.3%	Consumer Discretionary
BDX Becton, Dickinson and Company	$36,133,452		0.0%	146,100	4.7%	Medical
ECL Ecolab	$33,127,955		0.0%	143,610	4.3%	Basic Materials
FTS Fortis	$20,830,619		0.0%	526,700	2.7%	Utilities
BABA Alibaba Group	$20,116,080		0.0%	278,000	2.6%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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