Caledonia Investments PLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Caledonia Investments PLC reported 13 stock positions worth $774.6 million. Its top holding was Microsoft (MSFT) at 13.7% of the portfolio, followed by Oracle (ORCL, 13.6%) and Watsco (WSO, 12.6%). Compared with Q4 2023, it added to 2 and reduced 2. The biggest buy was Philip Morris International (PM, shares +4%) and the biggest sale Watsco (WSO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON ENGLAND, X0
- CIK
- 0001037766
- Portfolio Value
- $774.6M (Q1 2024)
- SEC Filing
- 0000950123-24-003246 ↗ filed Apr 12, 2024
Holdings Value
Holdings 13 stocks · $774.6M
| MSFT Microsoft Corp. | 13.74% | 253,317 | $106.4M | Reduce -3.5% |
| ORCL Oracle Corp. | 13.60% | 839,100 | $105.4M | No change |
| WSO Watsco Inc. | 12.55% | 225,427 | $97.2M | Reduce -3.7% |
| TXN Texas Instruments Inc. | 10.36% | 460,950 | $80.3M | No change |
| FAST Fastenal Co. | 8.66% | 870,056 | $67.1M | No change |
| PM Philip Morris International | 8.66% | 732,563 | $67.1M | Add +4.0% |
| TMO Thermo Fisher Scientific Inc. | 7.52% | 100,267 | $58.2M | No change |
| MCO Moody's Corp. | 5.38% | 106,050 | $41.7M | No change |
| CHTR Charter Communications Inc. Class A | 5.30% | 141,400 | $41.0M | Add +9.7% |
| BDX Becton Dickinson and Co. | 4.66% | 146,100 | $36.1M | No change |
| ECL Ecolab Inc. | 4.28% | 143,610 | $33.1M | No change |
| FTS Fortis Inc. | 2.69% | 526,700 | $20.8M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.60% | 278,000 | $20.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $883.3M | PM, TXN, WSO, MSFT, FAST |
| Q1 2026 | 15 | $855.9M | PM, TXN, MSFT, WSO, FAST |
| Q4 2025 | 15 | $902.3M | PM, MSFT, TXN, WSO, ORCL |
| Q3 2025 | 15 | $1.0B | MSFT, ORCL, PM, TXN, WSO |
| Q2 2025 | 15 | $1.0B | ORCL, PM, MSFT, TXN, WSO |
| Q1 2025 | 14 | $859.8M | PM, WSO, MSFT, ORCL, TXN |
| Q4 2024 | 14 | $836.1M | ORCL, MSFT, WSO, PM, TXN |
| Q3 2024 | 14 | $911.8M | ORCL, MSFT, WSO, TXN, PM |
| Q2 2024 | 14 | $831.1M | MSFT, ORCL, WSO, TXN, PM |
| Q1 2024 | 13 | $774.6M | MSFT, ORCL, WSO, TXN, FAST |