Caledonia Investments

Caledonia Investments as of Dec. 31, 2012

Portfolio Holdings for Caledonia Investments

Caledonia Investments holds 11 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bristow 70.5 $129M 2.4M 53.66
Philip Morris International (PM) 3.4 $6.3M 75k 83.64
Starwood Property Trust (STWD) 3.4 $6.1M 267k 22.96
Spectra Energy 3.3 $6.0M 220k 27.38
Pfizer (PFE) 3.3 $6.0M 238k 25.08
At&t (T) 3.1 $5.7M 170k 33.71
Intel Corporation (INTC) 2.9 $5.3M 259k 20.62
Mattel (MAT) 2.8 $5.1M 140k 36.62
Conocophillips 2.5 $4.6M 80k 57.99
H.J. Heinz Company 2.5 $4.5M 78k 57.68
Kimberly-Clark Corporation (KMB) 2.3 $4.2M 50k 84.44