Institutions / Caledonia Investments PLC
Caledonia Investments PLC
CIK 1037766 · Institution · as of Mar 31, 2026
Portfolio value
$855.93M
Positions
15
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$855.93M-5.1%Positions
15+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Philip Morris International Inc. | $116.15M | 13.6% |
| Texas Instruments Inc | $100.54M | 11.7% |
| Microsoft Corp | $86.73M | 10.1% |
| Watsco, Inc. | $84.67M | 9.9% |
| Fastenal Co | $64.30M | 7.5% |
| Schwab Charles Corp | $57.42M | 6.7% |
| Moody's Corp | $56.65M | 6.6% |
| Thermo Fisher Scientific Inc. | $54.95M | 6.4% |
| Oracle Corp | $54.88M | 6.4% |
| Cintas Corp | $37.54M | 4.4% |
| Charter Communications, Inc. | $36.63M | 4.3% |
| Pool Corp | $35.57M | 4.2% |
| Alibaba Group Holding LtdBABA | $34.89M | 4.1% |
| Fortis Inc.FTS | $22.78M | 2.7% |
| Paychex Inc | $12.24M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Cintas Corp Common stock | $7.61M | +45K +25.42% | 222,000 4.39% of portfolio | medium |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-4.96M | -30K -4.10% | 702,563 13.57% of portfolio | low |
| Q1 2026 as of | Add | Moody's Corp Common stock | $4.80M | +11K +9.26% | 129,800 6.62% of portfolio | low |
| Q1 2026 as of | Trim | FTS Fortis Inc. Common Stock | $-2.60M | -47K -10.23% | 410,000 2.66% of portfolio | low |