§ 13F · FUND PROFILE
CALEDONIA INVESTMENTS PLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 15Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International Inc | 703K | $116M | 13.6% | −4% |
| 2 | TXN | Texas Instruments Inc | 518K | $101M | 11.7% | ±0% |
| 3 | MSFT | Microsoft Corp | 234K | $87M | 10.1% | ±0% |
| 4 | WSO | Watsco Inc | 233K | $85M | 9.9% | ±0% |
| 5 | FAST | Fastenal Co | 1.39M | $64M | 7.5% | ±0% |
| 6 | SCHW | Charles Schwab Corp | 611K | $57M | 6.7% | ±0% |
| 7 | MCO | Moody's Corp | 130K | $57M | 6.6% | +9% |
| 8 | TMO | Thermo Fisher Scientific Inc | 112K | $55M | 6.4% | ±0% |
| 9 | ORCL | Oracle Corp | 373K | $55M | 6.4% | ±0% |
| 10 | CTAS | Cintas Corp | 222K | $38M | 4.4% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALEDONIA SIGNAL
AC read
CALEDONIA INVESTMENTS PLC is a Other fund managing $1.0 billion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed