Caledonia Investments PLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Caledonia Investments PLC reported 15 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 12.9% of the portfolio, followed by Oracle (ORCL, 11.8%) and Philip Morris International (PM, 11.7%). Compared with Q2 2025, it added to 4 and reduced 3. The biggest buy was Schwab (charles) (SCHW, shares +22%) and the biggest sale Oracle (ORCL, shares −32%).

Most Recent 13F
Q2 2026
Location
LONDON ENGLAND, X0
CIK
0001037766
Portfolio Value
$1.0B (Q3 2025)
SEC Filing
0001193125-25-267961 ↗ filed Nov 6, 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 Q4 2024 Q1 2025: $859.8M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.0B $1.0B Q3 2025 Q4 2025: $902.3M Q4 2025 Q1 2026: $855.9M Q1 2026 Q2 2026: $883.3M Q2 2026

Holdings 15 stocks · $1.0B
MSFT Microsoft Corp. 12.91% 253,317 $131.2M No change
ORCL Oracle Corp. 11.78% 426,100 $119.8M Reduce -32.2%
PM Philip Morris International 11.69% 732,563 $118.8M No change
TXN Texas Instruments Inc. 9.36% 518,000 $95.1M Add +5.8%
WSO Watsco Inc. 8.73% 219,427 $88.7M Add +12.9%
FAST Fastenal Co. 6.68% 1,385,112 $67.9M Reduce -3.5%
SCHW Schwab (charles) Corp. 5.74% 611,000 $58.3M Add +22.0%
MCO Moody's Corp. 5.57% 118,800 $56.6M No change
TMO Thermo Fisher Scientific Inc. 5.33% 111,767 $54.2M No change
POOL Pool Corp. 4.91% 160,887 $49.9M Add +5.2%
BABA Alibaba Group Holding-SP ADR 4.89% 278,000 $49.7M No change
CHTR Charter Communications Inc. Class A 4.15% 153,200 $42.1M No change
ECL Ecolab Inc. 3.32% 123,210 $33.7M No change
BDX Becton Dickinson and Co. 2.69% 146,100 $27.3M No change
FTS Fortis Inc. 2.26% 456,700 $23.0M Reduce -13.3%

Portfolio Sells Q2 2025 → Q3 2025
ORCL Oracle Corp. Reduce -32.2% 11.78% −1.72
FTS Fortis Inc. Reduce -13.3% 2.26% −0.20
FAST Fastenal Co. Reduce -3.5% 6.68% +0.75

Portfolio Buys Q2 2025 → Q3 2025
SCHW Schwab (charles) Corp. Add +22.0% 5.74% +1.24
POOL Pool Corp. Add +5.2% 4.91% +0.53
WSO Watsco Inc. Add +12.9% 8.73% +0.29
TXN Texas Instruments Inc. Add +5.8% 9.36% −0.62

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