Caledonia Investments as of Sept. 30, 2019
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.7 | $56M | 402k | 139.01 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.9 | $42M | 103k | 412.08 | |
| Oracle Corporation (ORCL) | 11.8 | $42M | 764k | 55.02 | |
| Thermo Fisher Scientific (TMO) | 11.4 | $41M | 140k | 291.26 | |
| Becton, Dickinson and (BDX) | 11.2 | $40M | 158k | 252.97 | |
| Watsco, Incorporated (WSO) | 8.3 | $30M | 176k | 169.09 | |
| Waters Corporation (WAT) | 7.9 | $28M | 127k | 223.23 | |
| Texas Instruments Incorporated (TXN) | 6.8 | $24M | 187k | 129.24 | |
| Ecolab (ECL) | 6.0 | $22M | 109k | 197.90 | |
| Philip Morris International (PM) | 5.3 | $19M | 251k | 75.90 | |
| Pfizer (PFE) | 3.7 | $13M | 364k | 35.92 |
