Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CALEDONIA INVESTMENTS PLC (CIK 1037766) reported $855.9M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PM ($116.1M, 13.57%), TXN ($100.5M, 11.75%), MSFT ($86.7M, 10.13%), WSO ($84.7M, 9.89%), FAST ($64.3M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International Inc | $116.1M | 13.57% | 702,563 | Trimmed |
| 2 | TXN | Texas Instruments Inc | $100.5M | 11.75% | 518,000 | Hold |
| 3 | MSFT | Microsoft Corp | $86.7M | 10.13% | 234,317 | Hold |
| 4 | WSO | Watsco Inc | $84.7M | 9.89% | 232,927 | Hold |
| 5 | FAST | Fastenal Co | $64.3M | 7.51% | 1.4M | Hold |
| 6 | SCHW | Charles Schwab Corp | $57.4M | 6.71% | 611,000 | Hold |
| 7 | MCO | Moody's Corp | $56.6M | 6.62% | 129,800 | Added |
| 8 | TMO | Thermo Fisher Scientific Inc | $55.0M | 6.42% | 111,767 | Hold |
| 9 | ORCL | Oracle Corp | $54.9M | 6.41% | 373,100 | Hold |
| 10 | CTAS | Cintas Corp | $37.5M | 4.39% | 222,000 | Added |
| 11 | CHTR | Charter Communications Inc | $36.6M | 4.28% | 169,700 | Hold |
| 12 | POOL | Pool Corp | $35.6M | 4.16% | 175,887 | Hold |
| 13 | BABA | Alibaba Group Holding Ltd | $34.9M | 4.08% | 278,000 | Hold |
| 14 | FTS | Fortis Inc | $22.8M | 2.66% | 410,000 | Trimmed |
| 15 | PAYX | Paychex Inc | $12.2M | 1.43% | 133,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31