Fund HoldingsCALEDONIA INVESTMENTS PLC

Total Portfolio Value
$883.26M
Total Bought
$12.64M
Total Sold
$30.16M
Net Transaction
-$17.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Texas Instruments Inc(TXN)518,000397,000-121,000100,544118,27813.39%+17,734
Watsco Inc(WSO)232,927232,927084,66997,06810.99%+12,399
Philip Morris International Inc(PM)702,563702,5630116,148127,04414.38%+10,897
Moody's Corp(MCO)129,800136,300+6,50056,64961,7336.99%+5,084
Charles Schwab Corp(SCHW)611,000671,000+60,00057,41661,8667.00%+4,451
Cintas Corp(CTAS)222,000239,000+17,00037,53840,6424.60%+3,104
Pool Corp(POOL)175,887175,887035,57537,7964.28%+2,221
Fastenal Co(FAST)1,385,1121,385,112064,29766,5137.53%+2,216
Thermo Fisher Scientific Inc(TMO)111,767111,767054,95155,9676.34%+1,016
Paychex Inc(PAYX)133,000133,000012,24313,0741.48%+831
Fortis Inc(FTS)410,000410,000022,78423,4602.66%+676
Oracle Corp(ORCL)373,100373,100054,87954,7196.20%-160
Alibaba Group Holding Ltd(BABA)278,000278,000034,89226,6853.02%-8,207
Microsoft Corp(MSFT)234,317199,317-35,00086,72574,2998.41%-12,426
Charter Communications Inc(CHTR)169,700169,700036,62624,1112.73%-12,515
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