Caledonia Investments PLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 10, 2025), Caledonia Investments PLC reported 14 stock positions worth $836.1 million. Its top holding was Oracle (ORCL) at 13.3% of the portfolio, followed by Microsoft (MSFT, 12.8%) and Watsco (WSO, 11.0%). Compared with Q3 2024, it reduced 4. The biggest sale was Oracle (ORCL, shares −12%).

Most Recent 13F
Q2 2026
Location
LONDON ENGLAND, X0
CIK
0001037766
Portfolio Value
$836.1M (Q4 2024)
SEC Filing
0000950123-25-000168 ↗ filed Jan 10, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $774.6M Q1 2024 Q2 2024: $831.1M Q2 2024 Q3 2024: $911.8M Q3 2024 Q4 2024: $836.1M $836.1M Q4 2024 Q1 2025: $859.8M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $902.3M Q4 2025 Q1 2026: $855.9M Q1 2026 Q2 2026: $883.3M Q2 2026

Holdings 14 stocks · $836.1M
ORCL Oracle Corp. 13.30% 667,100 $111.2M Reduce -12.1%
MSFT Microsoft Corp. 12.76% 253,317 $106.7M No change
WSO Watsco Inc. 11.02% 194,427 $92.2M Reduce -2.5%
PM Philip Morris International 10.54% 732,563 $88.1M No change
TXN Texas Instruments Inc. 10.34% 460,950 $86.4M No change
TMO Thermo Fisher Scientific Inc. 6.24% 100,267 $52.2M No change
FAST Fastenal Co. 6.18% 718,056 $51.6M Reduce -17.5%
MCO Moody's Corp. 6.01% 106,050 $50.2M No change
CHTR Charter Communications Inc. Class A 5.80% 141,400 $48.5M No change
POOL Pool Corp. 4.96% 121,687 $41.5M No change
BDX Becton Dickinson and Co. 3.96% 146,100 $33.1M No change
ECL Ecolab Inc. 3.45% 123,210 $28.9M Reduce -14.2%
BABA Alibaba Group Holding-SP ADR 2.82% 278,000 $23.6M No change
FTS Fortis Inc. 2.61% 526,700 $21.8M No change

Portfolio Sells Q3 2024 → Q4 2024
ORCL Oracle Corp. Reduce -12.1% 13.30% −0.88
FAST Fastenal Co. Reduce -17.5% 6.18% −0.64
ECL Ecolab Inc. Reduce -14.2% 3.45% −0.57
WSO Watsco Inc. Reduce -2.5% 11.02% +0.28

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$883.3MPM, TXN, WSO, MSFT, FAST
Q1 2026 15$855.9MPM, TXN, MSFT, WSO, FAST
Q4 2025 15$902.3MPM, MSFT, TXN, WSO, ORCL
Q3 2025 15$1.0BMSFT, ORCL, PM, TXN, WSO
Q2 2025 15$1.0BORCL, PM, MSFT, TXN, WSO
Q1 2025 14$859.8MPM, WSO, MSFT, ORCL, TXN
Q4 2024 14$836.1MORCL, MSFT, WSO, PM, TXN
Q3 2024 14$911.8MORCL, MSFT, WSO, TXN, PM
Q2 2024 14$831.1MMSFT, ORCL, WSO, TXN, PM
Q1 2024 13$774.6MMSFT, ORCL, WSO, TXN, FAST