Caledonia Investments

Latest statistics and disclosures from Caledonia Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, ORCL, TXN, WSO, CHTR, and represent 58.82% of Caledonia Investments's stock portfolio.
  • Added to shares of these 1 stocks: ECOL.
  • Caledonia Investments was a net buyer of stock by $2.4M.
  • Caledonia Investments has $443M in assets under management (AUM), growing by 18.95%.

Portfolio Holdings for Caledonia Investments

Companies in the Caledonia Investments portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common (MSFT) 14.4 $64M 313k 203.46
Oracle Corp Common (ORCL) 11.9 $53M 953k 55.25
Texas Instruments Common (TXN) 11.3 $50M 394k 126.92
Watsco Common (WSO) 10.8 $48M 269k 177.60
Charter Communications Cl A (CHTR) 10.5 $46M 91k 509.42
Thermo Fisher Scientific Common (TMO) 8.9 $39M 109k 361.91
Fastenal Common (FAST) 8.7 $39M 900k 42.80
Becton Dickinson & Co Common (BDX) 7.9 $35M 146k 239.23
Ecolab Common (ECL) 4.9 $22M 110k 198.78
Waters Corp Common (WAT) 4.7 $21M 115k 180.33
Philip Morris Intl Common (PM) 4.4 $20M 281k 69.99
US Ecology Common (ECOL) 1.7 $7.4M +49% 218k 33.84

Past Filings by Caledonia Investments

SEC 13F filings are viewable for Caledonia Investments going back to 2011

View all past filings