Caledonia Investments PLC Portfolio Holdings

Caledonia Investments PLC

  • $1.01 Billion
  • Q2 2025

Caledonia Investments PLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $137M, Philip Morris International Inc. with a value of $133M, Microsoft Corp with a value of $126M, Texas Instruments Inc with a value of $95.2M, and Watsco Inc with a value of $85.9M.

Examining the 13F form we can see an increase of $144M in the current position value, from $867M to 1.01B.

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

Portfolio value $1.01 Billion
Technology: $359 Million
Industrials: $191 Million
Consumer Defensive: $133 Million
Financial Services: $105 Million
Healthcare: $70.5 Million
Communication Services: $62.6 Million
Basic Materials: $33.2 Million
Consumer Cyclical: $31.5 Million
Other: $25.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$95.2 Million 9.42% of portfolio
489,450
Q2 2025 Added 6.18%
$14B
$85.9 Million 8.49% of portfolio
194,427
Q4 2024 Reduced 2.51%
$42.3B
$62.6 Million 6.19% of portfolio
153,200
Q2 2025 Added 8.35%
$27.8B
$60.3 Million 5.97% of portfolio
1,436,112
Q2 2025 Added 100.0%
$94.5B
$59.6 Million 5.89% of portfolio
118,800
Q2 2025 Added 12.02%
$179B
$45.7 Million 4.52% of portfolio
501,000
Q2 2025 New
$187B
$45.3 Million 4.48% of portfolio
111,767
Q2 2025 Added 11.47%
$12.4B
$44.6 Million 4.41% of portfolio
152,887
Q2 2025 Added 18.16%
$78.8B
$33.2 Million 3.28% of portfolio
123,210
Q4 2024 Reduced 14.21%
$24.2B
$25.1 Million 2.49% of portfolio
526,700
Q4 2023 Added 6.68%
$55.6B
$25.2 Million 2.49% of portfolio
146,100
Q1 2020 Reduced 7.41%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $1.01 Billion
  • Prior Value $867 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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