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CIK: 0001037766
Total reported value
$883.3M
$883.3M
14 檔
55.3%
During the Q2 2024 filing period, Caledonia Investments PLC (CIK: 0001037766) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $883.3M across 14 reported positions.
During Q2 2024, Caledonia Investments PLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.62% | -1.72% | — | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 13.49% | -0.21% | -5.36% | |
| 3 | WSO | Watsco Inc | Stock-Industrials | 11.90% | +1.10% | -5.32% | |
| 4 | TXN | Texas Instruments Inc | Stock-Tech | 10.78% | +1.64% | — | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 8.93% | +0.81% | — | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 6.66% | -0.08% | — | |
| 7 | FAST | Fastenal Co | Stock-Industrials | 6.58% | +0.02% | — | |
| 8 | MCO | Moody's CORP | Stock-Financials | 5.37% | +0.37% | — | |
| 9 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 5.09% | -1.55% | — | |
| 10 | POOL | Pool CORP | Stock-Industrials | 4.50% | +0.12% | — | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 4.11% | — | — | |
| 12 | BDX | Becton Dickinson And Co | Stock-Healthcare | 4.11% | — | — | |
| 13 | FTS | Fortis Inc | Stock-Utilities | 2.46% | — | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.41% | -1.06% | — |
According to official SEC Form 13F filings, Caledonia Investments PLC reported a total U.S. public equity portfolio value of $883.3M across 14 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, ORCL, WSO) accounted for 55.3% of total reported equity market value during Q2 2024.
During Q2 2024, Caledonia Investments PLC's top holdings by market value included MSFT (13.6%)、ORCL (13.5%)、WSO (11.9%). The largest single position, MSFT, represented 13.6% of total portfolio value.
In Q2 2024, Caledonia Investments PLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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