Caledonia Investments as of March 31, 2025
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International Common (PM) | 13.5 | $116M | 733k | 158.72 | |
| Watsco Common (WSO) | 11.5 | $99M | 194k | 508.71 | |
| Microsoft Corp Common (MSFT) | 11.0 | $95M | 253k | 374.85 | |
| Oracle Corp Common (ORCL) | 10.8 | $93M | 667k | 139.80 | |
| Texas Instruments Common (TXN) | 9.6 | $83M | 461k | 179.79 | |
| Fastenal Common (FAST) | 6.5 | $56M | 718k | 77.55 | |
| Charter Communications Cl A (CHTR) | 6.1 | $52M | 141k | 368.39 | |
| Thermo Fisher Scientific Common (TMO) | 5.8 | $50M | 100k | 497.68 | |
| Moody's Corp Common (MCO) | 5.7 | $49M | 106k | 465.84 | |
| Pool Corp Common (POOL) | 4.8 | $41M | 129k | 318.05 | |
| Alibaba Group Holding Spn Ads 8 Ord Shs (BABA) | 4.3 | $37M | 278k | 132.21 | |
| Becton Dickinson and Common (BDX) | 3.9 | $34M | 146k | 229.01 | |
| Ecolab Common (ECL) | 3.6 | $31M | 123k | 253.41 | |
| Fortis Common (FTS) | 2.8 | $24M | 527k | 45.36 |
