Caledonia Investments PLC Portfolio Holdings

Caledonia Investments PLC

  • $1.02 Billion
  • Q3 2025

Caledonia Investments PLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $131M, Oracle Corp with a value of $120M, Philip Morris International Inc. with a value of $119M, Texas Instruments Inc with a value of $101M, and Watsco Inc with a value of $88.7M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $1.01B to 1.02B.

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

Portfolio value $1.02 Billion
Technology: $352 Million
Industrials: $207 Million
Consumer Defensive: $119 Million
Financial Services: $115 Million
Healthcare: $81.6 Million
Consumer Cyclical: $49.7 Million
Communication Services: $42.1 Million
Basic Materials: $33.7 Million
Other: $23.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$131 Million 12.83% of portfolio
253,317
Q1 2024 Reduced 3.54%
$593B
$120 Million 11.72% of portfolio
426,100
Q3 2025 Reduced 32.21%
$237B
$119 Million 11.62% of portfolio
732,563
Q1 2024 Added 3.97%
$177B
$101 Million 9.86% of portfolio
518,000
Q3 2025 Added 5.83%
$11.4B
$88.7 Million 8.68% of portfolio
219,427
Q3 2025 Added 12.86%
$23.2B
$67.9 Million 6.64% of portfolio
1,385,112
Q3 2025 Reduced 3.55%
$167B
$58.3 Million 5.71% of portfolio
611,000
Q3 2025 Added 21.96%
$87.8B
$56.6 Million 5.54% of portfolio
118,800
Q2 2025 Added 12.02%
$222B
$54.2 Million 5.3% of portfolio
111,767
Q2 2025 Added 11.47%
$9.59B
$49.9 Million 4.88% of portfolio
160,887
Q3 2025 Added 5.23%
$418B
$49.7 Million 4.86% of portfolio
278,000
Q4 2023 Added 16.81%
$32.4B
$42.1 Million 4.12% of portfolio
153,200
Q2 2025 Added 8.35%
$73.7B
$33.7 Million 3.3% of portfolio
123,210
Q4 2024 Reduced 14.21%
$54.5B
$27.3 Million 2.67% of portfolio
146,100
Q1 2020 Reduced 7.41%
$25B
$23.2 Million 2.27% of portfolio
456,700
Q3 2025 Reduced 13.29%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $1.02 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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