Caledonia Investments PLC reported 15 holdings worth US$890M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Caledonia Investments PLC reported 15 holdings worth US$890M as of Sep 30, 2026. Largest: Philip Morris International Inc, Texas Instruments Incorporated and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$890M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Philip Morris International Inc | 655K | US$125M | 14.0% |
| Texas Instruments Incorporated | 397K | US$111M | 12.5% |
| Microsoft Corp. | 173K | US$88.7M | 10.0% |
| Watsco, Inc. | 261K | US$79.1M | 8.9% |
| Thermo Fisher Scientific Inc | 112K | US$75.5M | 8.5% |
| Fastenal Company | 1.39M | US$68.6M | 7.7% |
| Charles Schwab Corporation (the) | 671K | US$65.6M | 7.4% |
| Moody's Corporation | 136K | US$61.9M | 7.0% |
| Oracle Corporation | 408K | US$56M | 6.3% |
| Cintas Corporation | 239K | US$46.6M | 5.2% |
| Pool Corporation | 176K | US$28.5M | 3.2% |
| Fortis Inc. | 410K | US$21.7M | 2.4% |
| Charter Communications, Inc. | 170K | US$18.8M | 2.1% |
| Paychex, Inc. | 133K | US$13.1M | 1.5% |