Caledonia Investments as of Dec. 31, 2019
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 11 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.9 | $60M | 380k | 157.48 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 12.2 | $46M | 95k | 485.08 | |
| Thermo Fisher Scientific (TMO) | 12.1 | $46M | 140k | 324.58 | |
| Becton, Dickinson and (BDX) | 11.4 | $43M | 158k | 271.84 | |
| Oracle Corporation (ORCL) | 10.7 | $40M | 764k | 52.97 | |
| Watsco, Incorporated (WSO) | 8.4 | $32M | 176k | 180.15 | |
| Waters Corporation (WAT) | 7.9 | $30M | 127k | 233.65 | |
| Texas Instruments Incorporated (TXN) | 6.4 | $24M | 187k | 128.25 | |
| Philip Morris International (PM) | 5.7 | $21M | 251k | 85.02 | |
| Ecolab (ECL) | 5.6 | $21M | 109k | 192.92 | |
| Pfizer (PFE) | 3.8 | $14M | 364k | 39.16 |
