Latest statistics and disclosures from CALEDONIA INVESTMENTS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRS, ORCL, GE, INTC, PFE. These five stock positions account for 75.47% of CALEDONIA INVESTMENTS's total stock portfolio.
- Added to shares of these 2 stocks: ORCL (+$16.21M), PM.
- Started 1 new stock positions in ORCL.
- Reduced shares in these 3 stocks: MO, SE, Conocophillips.
- As of June 30, 2014, CALEDONIA INVESTMENTS has $237.69M in assets under management (AUM). Assets under management grew from a total value of $210.27M to $237.69M.
- Independent of market fluctuations, CALEDONIA INVESTMENTS was a net buyer by $14.31M worth of stocks in the most recent quarter.
CALEDONIA INVESTMENTS portfolio companies for June 2014 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|GE||General Electric Company||4.79||433000||26.28||25.20|
|PM||Philip Morris International||3.65||+24.00%||103000||84.31||82.61|
|STWD||Starwood Property Trust||3.45||345000||23.77||22.04|
Past 13F-HR SEC Filings for CALEDONIA INVESTMENTS
- CALEDONIA INVESTMENTS 2014 Q1 - filed April 15, 2014
- 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