Caledonia Investments as of Dec. 31, 2021
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 13.7 | $90M | 267k | 336.21 | |
| Watsco Common (WSO) | 12.8 | $84M | 269k | 312.50 | |
| Oracle Corp Common (ORCL) | 12.4 | $81M | 934k | 87.20 | |
| Texas Instruments Common (TXN) | 11.4 | $74M | 394k | 188.47 | |
| Thermo Fisher Scientific Common (TMO) | 10.2 | $67M | 100k | 667.44 | |
| Charter Communications Cl A (CHTR) | 9.1 | $59M | 91k | 651.97 | |
| Fastenal Common (FAST) | 8.8 | $58M | 900k | 64.06 | |
| Philip Morris Intl Common (PM) | 8.5 | $56M | 587k | 95.00 | |
| Becton Dickinson & Co Common (BDX) | 5.6 | $37M | 146k | 251.48 | |
| Ecolab Common (ECL) | 3.9 | $26M | 110k | 234.50 | |
| Alibaba Group Holding Spn Ads 8 Ord Shs (BABA) | 3.1 | $21M | 173k | 118.83 | |
| US Ecology Common | 0.3 | $1.9M | 61k | 31.96 |
