Universe · entity
CALEDONIA INVESTMENTS PLC
Institutional manager (13F) · CIK 1037766
13F holdings · as of 2026-03-31 · top 15 · reported portfolio $856M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Philip Morris International Inc | $116M | 702,563 |
| 2 | Texas Instruments Inc | $101M | 518,000 |
| 3 | Microsoft Corp | $87M | 234,317 |
| 4 | Watsco Inc | $85M | 232,927 |
| 5 | Fastenal Co | $64M | 1,385,112 |
| 6 | Charles Schwab Corp | $57M | 611,000 |
| 7 | Moody's Corp | $57M | 129,800 |
| 8 | Thermo Fisher Scientific Inc | $55M | 111,767 |
| 9 | Oracle Corp | $55M | 373,100 |
| 10 | Cintas Corp | $38M | 222,000 |
| 11 | Charter Communications Inc | $37M | 169,700 |
| 12 | Pool Corp | $36M | 175,887 |
| 13 | Alibaba Group Holding Ltd | $35M | 278,000 |
| 14 | Fortis Inc | $23M | 410,000 |
| 15 | Paychex Inc | $12M | 133,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.