Fund HoldingsCALEDONIA INVESTMENTS PLC

Total Portfolio Value
$1.02B
Total Bought
$964.96M
Total Sold
$807.73M
Net Transaction
+$157.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Oracle Corp(ORCL)0628,600+628,6000137,37413.51%+137,374
Philip Morris International Inc(PM)0732,563+732,5630133,37013.11%+133,370
Microsoft Corp(MSFT)0253,317+253,3170125,93112.38%+125,931
Texas Instruments Inc(TXN)0489,450+489,4500101,5669.99%+101,566
Watsco Inc(WSO)0194,427+194,427085,8128.44%+85,812
Fastenal Co(FAST)01,436,112+1,436,112060,3025.93%+60,302
Moody's Corp(MCO)0118,800+118,800059,5505.86%+59,550
Charles Schwab Corp(SCHW)0501,000+501,000045,6864.49%+45,686
Thermo Fisher Scientific Inc(TMO)0111,767+111,767045,2994.45%+45,299
Pool Corp(POOL)0152,887+152,887044,5504.38%+44,550
Ecolab Inc(ECL)0123,210+123,210033,1983.26%+33,198
Alibaba Group Holding Ltd(BABA)0278,000+278,000031,5223.10%+31,522
Becton Dickinson and Co(BDX)0146,100+146,100025,1582.47%+25,158
Fortis Inc(FTS)0526,700+526,700025,0982.47%+25,098
Charter Communications Inc(CHTR)141,400153,200+11,80052,09062,6286.16%+10,538
Fortis Inc(FTS)526,7000-526,70023,8900-23,890
Ecolab Inc(ECL)123,2100-123,21031,2230-31,223
Becton Dickinson and Co(BDX)146,1000-146,10033,4580-33,458
Alibaba Group Holding Ltd(BABA)278,0000-278,00036,7540-36,754
Pool Corp(POOL)129,3870-129,38741,1520-41,152
Moody's Corp(MCO)106,0500-106,05049,4020-49,402
Thermo Fisher Scientific Inc(TMO)100,2670-100,26749,9010-49,901
Fastenal Co(FAST)718,0560-718,05655,6850-55,685
Texas Instruments Inc(TXN)460,9500-460,95082,8740-82,874
Oracle Corp(ORCL)667,1000-667,10093,2610-93,261
Microsoft Corp(MSFT)253,3170-253,31794,9560-94,956
Watsco Inc(WSO)194,4270-194,42798,9070-98,907
Philip Morris International Inc(PM)732,5630-732,563116,2720-116,272
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