Fund Holdings — CALEDONIA INVESTMENTS PLC

Total Portfolio Value
$1.02B
Total Bought
$27.26M
Total Sold
$27.32M
Net Transaction
-$50.4K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Alibaba Group Holding Ltd(BABA)278,000278,000031,52249,6734.89%+18,151
Charles Schwab Corp(SCHW)501,000611,000+110,00045,68658,3025.74%+12,615
Thermo Fisher Scientific Inc(TMO)111,767111,767045,29954,1585.33%+8,859
Fastenal Co(FAST)1,436,1121,385,112-51,00060,30267,9126.68%+7,610
Pool Corp(POOL)152,887160,887+8,00044,55049,8864.91%+5,336
Microsoft Corp(MSFT)253,317253,3170125,931131,20312.91%+5,272
Watsco Inc(WSO)194,427219,427+25,00085,81288,7068.73%+2,893
Becton Dickinson and Co(BDX)146,100146,100025,15827,3382.69%+2,180
Ecolab Inc(ECL)123,210123,210033,19833,7413.32%+543
Fortis Inc(FTS)526,700456,700-70,00025,09823,0162.26%-2,082
Moody's Corp(MCO)118,800118,800059,55056,5815.57%-2,969
Texas Instruments Inc(TXN)489,450518,000+28,550101,56695,1469.36%-6,420
Philip Morris International Inc(PM)732,563732,5630133,370118,79211.69%-14,578
Oracle Corp(ORCL)628,600426,100-202,500137,374119,75111.78%-17,623
Charter Communications Inc(CHTR)153,200153,200062,62842,1394.15%-20,489
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CALEDONIA INVESTMENTS PLC — 13F Holdings — Q3 2025 | TickerTrail