Caledonia Investments as of March 31, 2019
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.1 | $56M | 477k | 117.94 | |
| Oracle Corporation (ORCL) | 11.8 | $41M | 764k | 53.71 | |
| Thermo Fisher Scientific (TMO) | 11.7 | $41M | 149k | 273.72 | |
| Becton, Dickinson and (BDX) | 11.3 | $39M | 158k | 249.73 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.2 | $36M | 103k | 346.91 | |
| Waters Corporation (WAT) | 9.2 | $32M | 127k | 251.71 | |
| Watsco, Incorporated (WSO) | 6.5 | $23M | 157k | 143.21 | |
| Philip Morris International (PM) | 6.4 | $22M | 251k | 88.39 | |
| Texas Instruments Incorporated (TXN) | 5.7 | $20M | 187k | 106.07 | |
| Ecolab (ECL) | 5.5 | $19M | 109k | 176.54 | |
| Pfizer (PFE) | 4.4 | $16M | 364k | 42.47 | |
| Flowserve Corporation (FLS) | 1.3 | $4.4M | 97k | 45.14 |
