Caledonia Investments PLC Portfolio Holdings
Caledonia Investments PLC
- $919 Million
- Q4 2025
Caledonia Investments PLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $919 Million 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 $119M, Philip Morris International Inc. with a value of $112M, Texas Instruments Inc with a value of $101M, Oracle Corp with a value of $82M, and Watsco Inc with a value of $79.9M.
Examining the 13F form we can see an decrease of $104M in the current position value, from $1.02B to 919M.
Below you can find more details about Caledonia Investments PLC portfolio as well as his latest detailed transactions.
Portfolio value
$919 Million
Technology: $302 Million
Industrials: $227 Million
Financial Services: $113 Million
Consumer Defensive: $112 Million
Healthcare: $63.4 Million
Consumer Cyclical: $43.8 Million
Communication Services: $34.3 Million
Utilities: $23.9 Million
Other: $0
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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