Latest statistics and disclosures from CALEDONIA INVESTMENTS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRS, GE, PFE, INTC, STWD. These five stock positions account for 76.99% of CALEDONIA INVESTMENTS's total stock portfolio.
- Added to shares of these 4 stocks: PFE, INTC, GE, BRS.
- As of March 31, 2014, CALEDONIA INVESTMENTS has $210.27M in assets under management (AUM). Assets under management grew from a total value of $208.29M to $210.27M.
- Independent of market fluctuations, CALEDONIA INVESTMENTS was a net buyer by $4.57M worth of stocks in the most recent quarter.
CALEDONIA INVESTMENTS portfolio companies for March 2014 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|GE||General Electric Company||5.33||+9.00%||433000||25.89||26.56|
|STWD||Starwood Property Trust||3.87||345000||23.59||23.20|
|PM||Philip Morris International||3.23||83000||81.87||83.15|
Past 13F-HR SEC Filings for CALEDONIA INVESTMENTS
- CALEDONIA INVESTMENTS 2013 Q4 - filed Jan. 27, 2014
- CALEDONIA INVESTMENTS 2013 Q3 - filed Oct. 23, 2013
- CALEDONIA INVESTMENTS 2013 Q2 - filed July 18, 2013
- Caledonia Investments 2013 Q1 - filed April 23, 2013
- Caledonia Investments 2012 Q4 - filed Jan. 22, 2013
- Caledonia Investments 2012 Q3 - filed Oct. 15, 2012
- Caledonia Investments 2012 Q2 - filed July 19, 2012
- Caledonia Investments 2012 Q1 - filed April 24, 2012
- Caledonia Investments 2011 Q4 - filed Jan. 25, 2012
- Caledonia Investments 2011 Q3 - filed Oct. 19, 2011
- Caledonia Investments 2011 Q2 - filed July 26, 2011
- Caledonia Investments 2011 Q1 - filed April 15, 2011