Caledonia Investments PLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Caledonia Investments PLC reported 15 stock positions worth $1.0 billion. Its top holding was Oracle (ORCL) at 13.5% of the portfolio, followed by Philip Morris International (PM, 13.1%) and Microsoft (MSFT, 12.4%). Compared with Q1 2025, it opened 1 new position, added to 5 and reduced 1. The biggest buy was a new position in Schwab (charles) (SCHW) and the biggest sale Oracle (ORCL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON ENGLAND, X0
- CIK
- 0001037766
- Portfolio Value
- $1.0B (Q2 2025)
- SEC Filing
- 0000950123-25-006449 ↗ filed Jul 18, 2025
Holdings Value
Holdings 15 stocks · $1.0B
| ORCL Oracle Corp. | 13.51% | 628,600 | $137.4M | Reduce -5.8% |
| PM Philip Morris International | 13.11% | 732,563 | $133.4M | No change |
| MSFT Microsoft Corp. | 12.38% | 253,317 | $125.9M | No change |
| TXN Texas Instruments Inc. | 9.99% | 489,450 | $101.6M | Add +6.2% |
| WSO Watsco Inc. | 8.44% | 194,427 | $85.8M | No change |
| CHTR Charter Communications Inc. Class A | 6.16% | 153,200 | $62.6M | Add +8.3% |
| FAST Fastenal Co. | 5.93% | 1,436,112 | $60.3M | No change |
| MCO Moody's Corp. | 5.86% | 118,800 | $59.5M | Add +12.0% |
| SCHW Schwab (charles) Corp. | 4.49% | 501,000 | $45.7M | New |
| TMO Thermo Fisher Scientific Inc. | 4.45% | 111,767 | $45.3M | Add +11.5% |
| POOL Pool Corp. | 4.38% | 152,887 | $44.5M | Add +18.2% |
| ECL Ecolab Inc. | 3.26% | 123,210 | $33.2M | No change |
| BABA Alibaba Group Holding-SP ADR | 3.10% | 278,000 | $31.5M | No change |
| BDX Becton Dickinson and Co. | 2.47% | 146,100 | $25.2M | No change |
| FTS Fortis Inc. | 2.47% | 526,700 | $25.1M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Reduce -5.8% | 13.51% | +2.66 |
Portfolio Buys Q1 2025 → Q2 2025
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 |