Fund HoldingsCALEDONIA INVESTMENTS PLC

Total Portfolio Value
$902.34M
Total Bought
$74.80M
Total Sold
$125.99M
Net Transaction
-$51.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Cintas Corp(CTAS)0177,000+177,000033,2873.69%+33,287
Paychex Inc(PAYX)0133,000+133,000014,9191.65%+14,919
Thermo Fisher Scientific Inc(TMO)111,767111,767054,15864,7657.18%+10,607
Moody's Corp(MCO)118,800118,800056,58160,6916.73%+4,110
Charles Schwab Corp(SCHW)611,000611,000058,30261,0576.77%+2,756
Fortis Inc(FTS)456,700456,700023,01623,7552.63%+740
Philip Morris International Inc(PM)732,563732,5630118,792117,51013.02%-1,282
Texas Instruments Inc(TXN)518,000518,000095,14689,8479.96%-5,299
Charter Communications Inc(CHTR)153,200169,700+16,50042,13935,4183.93%-6,721
Alibaba Group Holding Ltd(BABA)278,000278,000049,67340,7384.51%-8,935
Pool Corp(POOL)160,887175,887+15,00049,88640,2364.46%-9,650
Watsco Inc(WSO)219,427232,927+13,50088,70678,4878.70%-10,218
Fastenal Co(FAST)1,385,1121,385,112067,91255,5856.16%-12,327
Microsoft Corp(MSFT)253,317234,317-19,000131,203113,31612.56%-17,887
Becton Dickinson and Co(BDX)146,1000-146,10027,3380-27,338
Ecolab Inc(ECL)123,2100-123,21033,7410-33,741
Oracle Corp(ORCL)426,100373,100-53,000119,75172,7328.06%-47,019
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