CALEDONIA INVESTMENTS PLC

CIK 0001037766 • 6 13F filings • Apr 11, 2025 – Jul 17, 2026

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Filer information

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$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyOther

Portfolio value: $902.3M15 positionsView on SEC.gov

			% of Portfolio
Alibaba Group Holding Ltd	SPONSORED ADS	$40.7M	4.5%Prev: 4.9%	278,000 SH	Decreased
Charles Schwab Corp	COMMON	$61.1M	6.8%Prev: 5.7%	611,000 SH	Increased
Charter Communications Inc	CL A	$35.4M	3.9%Prev: 4.1%	169,700 SH	Decreased+16,500 SH
Cintas Corp	COMMON	$33.3M	3.7%	177,000 SH	New
Fastenal Co	COMMON	$55.6M	6.2%Prev: 6.7%	1,385,112 SH	Decreased
Fortis Inc	COMMON	$23.8M	2.6%Prev: 2.3%	456,700 SH	Increased
Microsoft Corp	COMMON	$113.3M	12.6%Prev: 12.9%	234,317 SH	Decreased-19,000 SH
Moody's Corp	COMMON	$60.7M	6.7%Prev: 5.6%	118,800 SH	Increased
Oracle Corp	COMMON	$72.7M	8.1%Prev: 11.8%	373,100 SH	Decreased-53,000 SH
Paychex Inc	COMMON	$14.9M	1.7%	133,000 SH	New
Philip Morris International Inc	COMMON	$117.5M	13.0%Prev: 11.7%	732,563 SH	Decreased
Pool Corp	COMMON	$40.2M	4.5%Prev: 4.9%	175,887 SH	Decreased+15,000 SH
Texas Instruments Inc	COMMON	$89.8M	10.0%Prev: 9.4%	518,000 SH	Decreased
Thermo Fisher Scientific Inc	COMMON	$64.8M	7.2%Prev: 5.3%	111,767 SH	Increased
Watsco Inc	COMMON	$78.5M	8.7%Prev: 8.7%	232,927 SH	Decreased+13,500 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001193125-26-419621	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001193125-26-015897	$902.3M	View
Nov 6, 2025	Q3 2025