StockDriftsStockDriftsTop 15 Caledonia Investments PLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | Philip Morris International Inc | 14.38% | 702.6K | $127.0M | +0.00%(+0) | $91.65(+102.95%) | 2026-06-30 | |
| TXN | Texas Instruments Inc | 13.39% | 397.0K | $118.3M | -23.36%(-121.00K) | $107.41(+165.05%) | 2026-06-30 | |
| WSO | Watsco Inc | 10.99% | 232.9K | $97.1M | +0.00%(+0) | $201.80(+62.17%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 8.41% | 199.3K | $74.3M | -14.94%(-35.00K) | $58.16(+764.42%) | 2026-06-30 | |
| FAST | Fastenal Co | 7.53% | 1.39M | $66.5M | +0.00%(+0) | $17.05(+208.50%) | 2026-06-30 | |
| SCHW | Charles Schwab Corp | 7% | 671.0K | $61.9M | +9.82%(+60.00K) | $86.70(+24.11%) | 2026-06-30 | |
| MCO | Moody's Corp | 6.99% | 136.3K | $61.7M | +5.01%(+6.50K) | $362.40(+31.79%) | 2026-06-30 | |
| TMO | Thermo Fisher Scientific Inc | 6.34% | 111.8K | $56.0M | +0.00%(+0) | $166.00(+261.40%) | 2026-06-30 | |
| ORCL | Oracle Corp | 6.2% | 373.1K | $54.7M | +0.00%(+0) | $45.70(+222.72%) | 2026-06-30 | |
| CTAS | Cintas Corp | 4.6% | 239.0K | $40.6M | +7.66%(+17.00K) | $191.32(+7.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.36% | +6.53% | +37.20% |
| Top 20 Holdings Unweighted | +7.05% | +22.67% | +4.92% | +27.17% |
Caledonia Investments PLC reports $883.26M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are PM (14.4%), TXN (13.4%) and WSO (11.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +27.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Caledonia Investments PLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1037766). View Caledonia Investments PLC’s 13F filings on SEC