Caledonia Investments plc

Latest statistics and disclosures from CALEDONIA INVESTMENTS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FLS, MSFT, BRS, ORCL, PM, and represent 59.17% of CALEDONIA INVESTMENTS's stock portfolio.
  • Added to shares of these 3 stocks: WAT (+$14.07M), WSO (+$9.51M), BRS.
  • Started 2 new stock positions in WAT, WSO.
  • CALEDONIA INVESTMENTS was a net buyer of stock by $23.95M.
  • CALEDONIA INVESTMENTS has $355.15M in assets under management (AUM), growing by 9.63%.

CALEDONIA INVESTMENTS portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Flowserve Corporation (FLS) 13.26 972500 48.42 48.10
Microsoft Corporation (MSFT) 12.48 673000 65.86 69.96
Bristow (BRS) 12.20 2.85M 15.21 7.36
Oracle Corporation (ORCL) 10.83 862500 44.61 45.26
Philip Morris International (PM) 10.40 327000 112.90 119.83
Becton, Dickinson and (BDX) 7.79 150800 183.44 186.48
Thermo Fisher Scientific (TMO) 7.00 161917 153.60 173.42
Colgate-Palmolive Company (CL) 4.95 240000 73.19 75.45
Altria (MO) 4.10 204000 71.42 74.41
Waters Corporation (WAT) 3.96 90000 NEW 156.31 178.07
AT&T; (T) 3.56 304000 41.55 38.12
Pfizer (PFE) 3.46 359000 34.21 32.14
General Electric Company (GE) 3.34 398000 29.80 27.45
Watsco, Incorporated (WSO) 2.68 66400 NEW 143.18 140.61

Past 13F-HR SEC Filings for CALEDONIA INVESTMENTS