Latest statistics and disclosures from CALEDONIA INVESTMENTS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRS, GE, SE, STWD, PFE. These five stock positions account for 75.87% of CALEDONIA INVESTMENTS's total stock portfolio.
- Added to shares of these 2 stocks: GE (+$9.44M), STWD.
- Started 1 new stock positions in GE.
- Reduced shares in these 2 stocks: BRS (-$47.55M), Conocophillips.
- As of Sept. 30, 2013, CALEDONIA INVESTMENTS has $199.32M in assets under management (AUM). Assets under management dropped from a total value of $220.25M to $199.32M.
- Independent of market fluctuations, CALEDONIA INVESTMENTS was a net seller by $37.28M worth of stocks in the most recent quarter.
CALEDONIA INVESTMENTS portfolio companies for September 2013 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|GE||General Electric Company||4.73||NEW||395000||23.89||26.94|
|STWD||Starwood Property Trust||4.15||+29.00%||345000||23.97||27.89|
|PM||Philip Morris International||3.61||83000||86.59||85.83|
Past 13F-HR SEC Filings for CALEDONIA INVESTMENTS
- 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