§ 13F · FUND PROFILE
CALEDONIA INVESTMENTS PLC.
AUM · $883M (13F)Positions · 15Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International Inc | 703K | $127M | 14.4% | ±0% |
| 2 | TXN | Texas Instruments Inc | 397K | $118M | 13.4% | −23% |
| 3 | WSO | Watsco Inc | 233K | $97M | 11.0% | ±0% |
| 4 | MSFT | Microsoft Corp | 199K | $74M | 8.4% | −15% |
| 5 | FAST | Fastenal Co | 1.39M | $67M | 7.5% | ±0% |
| 6 | SCHW | Charles Schwab Corp | 671K | $62M | 7.0% | +10% |
| 7 | MCO | Moody's Corp | 136K | $62M | 7.0% | +5% |
| 8 | TMO | Thermo Fisher Scientific Inc | 112K | $56M | 6.3% | ±0% |
| 9 | ORCL | Oracle Corp | 373K | $55M | 6.2% | ±0% |
| 10 | CTAS | Cintas Corp | 239K | $41M | 4.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALEDONIA SIGNAL
AC read
CALEDONIA INVESTMENTS PLC is a Other fund managing $883 million in assets. The fund runs a focused portfolio of just 15 positions.
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