Caledonia Investments as of Dec. 31, 2018
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.8 | $48M | 477k | 101.57 | |
| Oracle Corporation (ORCL) | 12.7 | $39M | 863k | 45.15 | |
| Thermo Fisher Scientific (TMO) | 12.4 | $38M | 169k | 223.79 | |
| Becton, Dickinson and (BDX) | 11.6 | $36M | 158k | 225.32 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.6 | $29M | 103k | 284.97 | |
| Waters Corporation (WAT) | 7.8 | $24M | 127k | 188.65 | |
| Watsco, Incorporated (WSO) | 7.1 | $22M | 157k | 139.14 | |
| Texas Instruments Incorporated (TXN) | 5.8 | $18M | 187k | 94.50 | |
| Philip Morris International (PM) | 5.5 | $17M | 251k | 66.76 | |
| Ecolab (ECL) | 5.2 | $16M | 109k | 147.35 | |
| Pfizer (PFE) | 5.2 | $16M | 364k | 43.65 | |
| Flowserve Corporation (FLS) | 1.2 | $3.7M | 97k | 38.00 |
