§ 13F · FUND PROFILE
CALEDONIA INVESTMENTS PLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1017.0T (13F)Positions · 15Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International Inc | 733K | $117.5T | 13.0% | ±0% |
| 2 | MSFT | Microsoft Corp | 234K | $113.3T | 12.6% | −8% |
| 3 | TXN | Texas Instruments Inc | 518K | $89.8T | 10.0% | ±0% |
| 4 | WSO | Watsco Inc | 233K | $78.5T | 8.7% | +6% |
| 5 | ORCL | Oracle Corp | 373K | $72.7T | 8.1% | −12% |
| 6 | TMO | Thermo Fisher Scientific Inc | 112K | $64.8T | 7.2% | ±0% |
| 7 | SCHW | Charles Schwab Corp | 611K | $61.1T | 6.8% | ±0% |
| 8 | MCO | Moody's Corp | 119K | $60.7T | 6.7% | ±0% |
| 9 | FAST | Fastenal Co | 1.39M | $55.6T | 6.2% | ±0% |
| 10 | BABA | Alibaba Group Holding Ltd | 278K | $40.7T | 4.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALEDONIA SIGNAL
AC read
CALEDONIA INVESTMENTS PLC is a Other fund managing $1017045.9 trillion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed