Caledonia Investments PLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Caledonia Investments PLC reported 14 stock positions worth $859.8 million. Its top holding was Philip Morris International (PM) at 13.5% of the portfolio, followed by Watsco (WSO, 11.5%) and Microsoft (MSFT, 11.0%). Compared with Q4 2024, it added to 1. The biggest buy was Pool (POOL, shares +6%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON ENGLAND, X0
- CIK
- 0001037766
- Portfolio Value
- $859.8M (Q1 2025)
- SEC Filing
- 0000950123-25-003446 ↗ filed Apr 11, 2025
Holdings Value
Holdings 14 stocks · $859.8M
| PM Philip Morris International | 13.52% | 732,563 | $116.3M | No change |
| WSO Watsco Inc. | 11.50% | 194,427 | $98.9M | No change |
| MSFT Microsoft Corp. | 11.04% | 253,317 | $95.0M | No change |
| ORCL Oracle Corp. | 10.85% | 667,100 | $93.3M | No change |
| TXN Texas Instruments Inc. | 9.64% | 460,950 | $82.9M | No change |
| FAST Fastenal Co. | 6.48% | 718,056 | $55.7M | No change |
| CHTR Charter Communications Inc. Class A | 6.06% | 141,400 | $52.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 5.80% | 100,267 | $49.9M | No change |
| MCO Moody's Corp. | 5.75% | 106,050 | $49.4M | No change |
| POOL Pool Corp. | 4.79% | 129,387 | $41.2M | Add +6.3% |
| BABA Alibaba Group Holding-SP ADR | 4.27% | 278,000 | $36.8M | No change |
| BDX Becton Dickinson and Co. | 3.89% | 146,100 | $33.5M | No change |
| ECL Ecolab Inc. | 3.63% | 123,210 | $31.2M | No change |
| FTS Fortis Inc. | 2.78% | 526,700 | $23.9M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| POOL Pool Corp. | Add +6.3% | 4.79% | −0.18 |
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 |