Caledonia Investments PLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Caledonia Investments PLC reported 14 stock positions worth $831.1 million. Its top holding was Microsoft (MSFT) at 13.6% of the portfolio, followed by Oracle (ORCL, 13.5%) and Watsco (WSO, 11.9%). Compared with Q1 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in Pool (POOL) and the biggest sale Watsco (WSO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON ENGLAND, X0
- CIK
- 0001037766
- Portfolio Value
- $831.1M (Q2 2024)
- SEC Filing
- 0000950123-24-006654 ↗ filed Jul 19, 2024
Holdings Value
Holdings 14 stocks · $831.1M
| MSFT Microsoft Corp. | 13.62% | 253,317 | $113.2M | No change |
| ORCL Oracle Corp. | 13.48% | 794,100 | $112.1M | Reduce -5.4% |
| WSO Watsco Inc. | 11.90% | 213,427 | $98.9M | Reduce -5.3% |
| TXN Texas Instruments Inc. | 10.78% | 460,950 | $89.6M | No change |
| PM Philip Morris International | 8.93% | 732,563 | $74.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 6.66% | 100,267 | $55.4M | No change |
| FAST Fastenal Co. | 6.58% | 870,056 | $54.7M | No change |
| MCO Moody's Corp. | 5.37% | 106,050 | $44.7M | No change |
| CHTR Charter Communications Inc. Class A | 5.09% | 141,400 | $42.3M | No change |
| POOL Pool Corp. | 4.50% | 121,687 | $37.4M | New |
| ECL Ecolab Inc. | 4.11% | 143,610 | $34.2M | No change |
| BDX Becton Dickinson and Co. | 4.11% | 146,100 | $34.1M | No change |
| FTS Fortis Inc. | 2.46% | 526,700 | $20.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.41% | 278,000 | $20.0M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| POOL Pool Corp. | New | 4.50% | +4.50 |
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 |