Latest statistics and disclosures from Caledonia Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRS, PFE, PM, SE, STWD. These five stock positions account for 84.84% of Caledonia Investments's total stock portfolio.
- Added to shares of Telus Ord, KMB, PFE, T, PM, SE, BRS.
- Started new stock positions in Telus Ord.
- Reduced shares in these stocks: HNZ.
- Sold out of its positions in HNZ.
- As of March 31, 2013, Caledonia Investments has $222.69M in assets under management (AUM). Assets under management grew from a total value of $182.58M to $222.69M.
- Independent of market fluctuations, Caledonia Investments was a net buyer by $4.40M worth of stocks in the most recent quarter.
Caledonia Investments portfolio companies for quarter ending March 2013
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|PM||Philip Morris International||3.46||+10.00%||83000||92.71||96.09|
|STWD||Starwood Property Trust||3.33||267000||27.76||27.33|
Past 13F-HR SEC Filings for Caledonia Investments
- 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