Caledonia Investments

Caledonia Investments as of March 31, 2017

Portfolio Holdings for Caledonia Investments

Caledonia Investments holds 14 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flowserve Corporation (FLS) 13.3 $47M 973k 48.42
Microsoft Corporation (MSFT) 12.5 $44M 673k 65.86
Bristow 12.2 $43M 2.8M 15.21
Oracle Corporation (ORCL) 10.8 $39M 863k 44.61
Philip Morris International (PM) 10.4 $37M 327k 112.90
Becton, Dickinson and (BDX) 7.8 $28M 151k 183.44
Thermo Fisher Scientific (TMO) 7.0 $25M 162k 153.60
Colgate-Palmolive Company (CL) 5.0 $18M 240k 73.19
Altria (MO) 4.1 $15M 204k 71.42
Waters Corporation (WAT) 4.0 $14M 90k 156.31
At&t (T) 3.6 $13M 304k 41.55
Pfizer (PFE) 3.5 $12M 359k 34.21
General Electric Company 3.3 $12M 398k 29.80
Watsco, Incorporated (WSO) 2.7 $9.5M 66k 143.18