StockDriftsStockDriftsTop 15 Caledonia Investments PLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTERNATIONAL ORD | 14.05% | 655.0K | $125.0M | -6.78%(-47.60K) | $91.65(+119.37%) | 2026-09-30 | |
| TXN | TEXAS INSTRUMENTS ORD | 12.49% | 397.0K | $111.2M | +0.00%(+0) | $107.41(+157.11%) | 2026-09-30 | |
| MSFT | MICROSOFT ORD | 9.97% | 173.0K | $88.7M | -13.20%(-26.30K) | $58.16(+817.30%) | 2026-09-30 | |
| WSO | WATSCO ORD | 8.88% | 261.4K | $79.1M | +12.24%(+28.51K) | $219.02(+34.24%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC ORD | 8.48% | 111.8K | $75.5M | +0.00%(+0) | $166.00(+309.25%) | 2026-09-30 | |
| FAST | FASTENAL ORD | 7.71% | 1.39M | $68.6M | +0.00%(+0) | $17.05(+199.24%) | 2026-09-30 | |
| SCHW | CHARLES SCHWAB ORD | 7.37% | 671.0K | $65.6M | +0.00%(+0) | $86.70(+3.32%) | 2026-09-30 | |
| MCO | MOODYS ORD | 6.95% | 136.3K | $61.9M | +0.00%(+0) | $362.40(+32.80%) | 2026-09-30 | |
| ORCL | ORACLE ORD | 6.3% | 408.1K | $56.0M | +9.38%(+35.00K) | $53.95(+140.21%) | 2026-09-30 | |
| CTAS | CINTAS ORD | 5.24% | 239.0K | $46.6M | +0.00%(+0) | $191.32(+10.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.19% | +6.44% | +36.62% |
| Top 20 Holdings Unweighted | +9.07% | +29.76% | +4.79% | +26.36% |
Caledonia Investments PLC reports $890.19M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are PM (14.1%), TXN (12.5%) and MSFT (10.0%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +36.19% on a three-year cumulative basis. Figures reflect the Q3 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