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CALEDONIA INVESTMENTS PLC

15 holdingsFiling period: 2026-03-31Current AUM: $938.4Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1PMPhilip Morris International Inc702.6K$116.1M$134.0M14.29%-30,0002026-03-31
2TXNTexas Instruments Inc518.0K$100.5M$142.8M15.22%--2026-03-31
3MSFTMicrosoft Corp234.3K$86.7M$108.9M11.60%--2026-03-31
4WSOWatsco Inc232.9K$84.7M$72.0M7.67%--2026-03-31
5FASTFastenal Co1.39M$64.3M$66.1M7.05%--2026-03-31
6SCHWCharles Schwab Corp611.0K$57.4M$64.3M6.85%--2026-03-31
7MCOMoody's Corp129.8K$56.6M$62.1M6.62%+11.0K2026-03-31
8TMOThermo Fisher Scientific Inc111.8K$55.0M$64.2M6.84%--2026-03-31
9ORCLOracle Corp373.1K$54.9M$48.4M5.16%--2026-03-31
10CTASCintas Corp222.0K$37.5M$45.4M4.84%+45.0K2026-03-31
11CHTRCharter Communications Inc169.7K$36.6M$24.6M2.62%--2026-03-31
12POOLPool Corp175.9K$35.6M$32.7M3.48%--2026-03-31
13BABAAlibaba Group Holding Ltd278.0K$34.9M$34.0M3.62%--2026-03-31
14FTSFortis Inc410.0K$22.8M$23.3M2.48%-46,7002026-03-31
15PAYXPaychex Inc133.0K$12.2M$15.5M1.65%--2026-03-31
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