Caledonia Investments PLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $775 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $107M, Oracle Corp with a value of $105M, Watsco Inc with a value of $97.4M, Texas Instruments Inc with a value of $80.3M, and Fastenal CO with a value of $67.1M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $741M to 775M.

Below you can find more details about Caledonia Investments PLC portfolio as well as his latest detailed transactions.

Portfolio value $775 Million
Technology: $292 Million
Industrials: $164 Million
Healthcare: $94.4 Million
Consumer Defensive: $67.1 Million
Financial Services: $41.7 Million
Communication Services: $41.1 Million
Basic Materials: $33.2 Million
Utilities: $20.8 Million
Other: $20.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $775 Million
  • Prior Value $741 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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