Caledonia Investments as of Sept. 30, 2023
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Watsco Common (WSO) | 13.2 | $90M | 239k | 377.35 | |
| Microsoft Corp Common (MSFT) | 12.9 | $88M | 280k | 315.71 | |
| Oracle Corp Common (ORCL) | 12.5 | $85M | 804k | 105.96 | |
| Texas Instruments Common (TXN) | 9.7 | $66M | 416k | 159.02 | |
| Philip Morris International Common (PM) | 8.8 | $60M | 650k | 92.59 | |
| Charter Communications Cl A (CHTR) | 8.3 | $57M | 129k | 439.82 | |
| Thermo Fisher Scientific Common (TMO) | 7.4 | $51M | 100k | 506.39 | |
| Fastenal Common (FAST) | 7.2 | $49M | 900k | 54.64 | |
| Becton Dickinson and Common (BDX) | 5.5 | $38M | 146k | 258.53 | |
| Moody's Corp Common (MCO) | 4.9 | $34M | 106k | 316.39 | |
| Ecolab Common (ECL) | 3.6 | $24M | 144k | 169.42 | |
| Alibaba Group Holding Spn Ads 8 Ord Shs (BABA) | 3.0 | $21M | 238k | 86.74 | |
| Fortis Common (FTS) | 2.8 | $19M | 494k | 38.09 |
