Caledonia Investments as of Dec. 31, 2020
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 13.3 | $66M | 296k | 222.18 | |
| Texas Instruments Common (TXN) | 13.1 | $65M | 394k | 164.08 | |
| Oracle Corp Common (ORCL) | 12.4 | $62M | 953k | 64.67 | |
| Watsco Common (WSO) | 12.3 | $61M | 269k | 226.55 | |
| Charter Communications Cl A (CHTR) | 12.1 | $60M | 91k | 661.55 | |
| Thermo Fisher Scientific Common (TMO) | 9.4 | $47M | 100k | 465.56 | |
| Fastenal Common (FAST) | 8.9 | $44M | 900k | 48.80 | |
| Becton Dickinson & Co Common (BDX) | 7.4 | $37M | 146k | 250.22 | |
| Ecolab Common (ECL) | 4.8 | $24M | 110k | 216.29 | |
| Philip Morris Intl Common (PM) | 4.7 | $23M | 281k | 82.72 | |
| US Ecology Common | 1.6 | $7.9M | 218k | 36.33 |
