Caledonia

Caledonia as of June 30, 2013

Portfolio Holdings for Caledonia

Caledonia holds 6 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Colgate-Palmolive Company (CL) 46.6 $291M 5.2M 56.30
Trulia 25.1 $156M 5.0M 31.09
Google 13.0 $81M 92k 880.38
Zillow 8.6 $54M 940k 57.29
Heckmann Corporation 3.6 $23M 7.8M 2.90
Tiffany & Co. 3.0 $19M 259k 72.84