Latest statistics and disclosures from CALEDONIA INVESTMENTS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRS, GE, STWD, PFE, MAT. These five stock positions account for 76.11% of CALEDONIA INVESTMENTS's total stock portfolio.
- Added to shares of these 1 stocks: MAT.
- Reduced shares in these 3 stocks: KMB, Conocophillips, SE.
- As of Dec. 31, 2013, CALEDONIA INVESTMENTS has $208.29M in assets under management (AUM). Assets under management grew from a total value of $199.32M to $208.29M.
- Independent of market fluctuations, CALEDONIA INVESTMENTS was a net seller by $2.21M worth of stocks in the most recent quarter.
CALEDONIA INVESTMENTS portfolio companies for December 2013 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|GE||General Electric Company||5.32||395000||28.03||25.93|
|STWD||Starwood Property Trust||4.59||345000||27.70||23.82|
|PM||Philip Morris International||3.47||83000||87.13||80.17|
Past 13F-HR SEC Filings for CALEDONIA INVESTMENTS
- 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