Caledonia Investments as of June 30, 2019
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.6 | $56M | 417k | 133.92 | |
| Thermo Fisher Scientific (TMO) | 12.2 | $44M | 149k | 293.58 | |
| Oracle Corporation (ORCL) | 12.1 | $43M | 764k | 56.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.4 | $41M | 103k | 395.13 | |
| Becton, Dickinson and (BDX) | 11.1 | $40M | 158k | 251.87 | |
| Watsco, Incorporated (WSO) | 8.0 | $29M | 176k | 163.57 | |
| Waters Corporation (WAT) | 7.6 | $27M | 127k | 215.16 | |
| Ecolab (ECL) | 6.0 | $21M | 109k | 196.78 | |
| Texas Instruments Incorporated (TXN) | 6.0 | $21M | 187k | 114.56 | |
| Philip Morris International (PM) | 5.5 | $20M | 251k | 78.51 | |
| Pfizer (PFE) | 4.4 | $16M | 364k | 43.33 |
