Caledonia Investments PLC
Caledonia Investments PLC
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
15
Market Value
$855.9M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| PM | 13.6% | 13.0% | 11.7% | 13.1% |
| TXN | 11.8% | 10.0% | 9.4% | 10.0% |
| MSFT | 10.1% | 12.6% | 12.9% | 12.4% |
| WSO | 9.9% | 8.7% | 8.7% | 8.4% |
| FAST | 7.5% | 6.2% | 6.7% | 5.9% |
| SCHW | 6.7% | 6.8% | 5.7% | 4.5% |
| MCO | 6.6% | 6.7% | 5.6% | 5.9% |
| TMO | 6.4% | 7.2% | 5.3% | 4.5% |
| ORCL | 6.4% | 8.1% | 11.8% | 13.5% |
| CTAS | 4.4% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
TXN+72.02%
ORCL+19.42%
PM+4.75%
MSFT-0.76%
WSO+10.05%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
CHTR-41.85%
BABA-16.33%
TMO-5.60%
POOL-3.32%
SCHW-2.07%
Sector Analysis
Utilities2.7%
Financials13.3%
Healthcare6.4%
Technology29.7%
Industrials25.9%
Consumer Staples13.6%
Communication Services4.3%
Consumer Discretionary4.1%
Trading Summary
No stocks in this category