Caledonia Investments as of March 31, 2018
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 13 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.6 | $52M | 573k | 91.27 | |
| Flowserve Corporation (FLS) | 11.8 | $42M | 973k | 43.33 | |
| Oracle Corporation (ORCL) | 11.0 | $40M | 863k | 45.75 | |
| Thermo Fisher Scientific (TMO) | 9.8 | $35M | 169k | 206.46 | |
| Becton, Dickinson and (BDX) | 9.6 | $34M | 158k | 216.70 | |
| Philip Morris International (PM) | 9.1 | $33M | 327k | 99.40 | |
| Watsco, Incorporated (WSO) | 8.0 | $28M | 157k | 180.97 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.0 | $22M | 70k | 311.22 | |
| Waters Corporation (WAT) | 5.0 | $18M | 90k | 198.66 | |
| Ecolab (ECL) | 4.2 | $15M | 109k | 137.07 | |
| At&t (T) | 3.8 | $14M | 379k | 35.65 | |
| Pfizer (PFE) | 3.6 | $13M | 359k | 35.49 | |
| Altria (MO) | 3.6 | $13M | 204k | 62.32 |
