The Analysis of CALEDONIA INVESTMENTS PLC's Holdings & P&L

Currently, CALEDONIA INVESTMENTS PLC holds 15 types of securities in its portfolio with a total value $883.3M. In the most recent quarter, they have increased their positions in SCHW (+60.0K shares, valued at $5.5M), MCO (+6.5K shares, valued at $2.9M), CTAS (+17.0K shares, valued at $2.9M); decreased their positions in TXN (-121.0K shares, valued at $36.0M), MSFT (-35.0K shares, valued at $13.0M).

1M P&L

-20.4M-2.53%

3M P&L

+35.9M+4.77%

HY P&L

+70.1M+9.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Industrial Distribution163.6M

21.4%

2Tobacco127.0M

16.6%

3Semiconductors118.3M

15.5%

Top Industries by Stock Count

1Industrial Distribution2 stocks

16.7%

2Capital Markets1 stocks

8.3%

3Telecom Services1 stocks

8.3%

Sponsored

Oracle Corp Oracle Corp373.1K shares0.00%2026-06-302026-07-17

CTAS Cintas Corp239.0K shares7.66%2026-06-302026-07-17

Pool Corp Pool Corp175.9K shares0.00%2026-06-302026-07-17

Alibaba Group Holding Ltd Alibaba Group Holding Ltd278.0K shares0.00%2026-06-302026-07-17

CHTR Charter Communications Inc169.7K shares0.00%2026-06-302026-07-17

FTS Fortis Inc410.0K shares0.00%2026-06-302026-07-17

PAYX Paychex Inc133.0K shares0.00%2026-06-302026-07-17

Philip Morris International Inc

0.00%

Shares702.6K

Event2026-06-30

Filed2026-07-17

TXN

Texas Instruments Inc

-23.36%

Shares397.0K

Event2026-06-30

Filed2026-07-17

WSO

Watsco Inc

0.00%

Shares232.9K

Event2026-06-30

Filed2026-07-17

MSFT

Microsoft Corp

-14.94%

Shares199.3K

Event2026-06-30

Filed2026-07-17

FAST

Fastenal Co

0.00%

Shares1.4M

Event2026-06-30

Filed2026-07-17

SCHW

Charles Schwab Corp

9.82%

Shares671.0K

Event2026-06-30

Filed2026-07-17

MCO

Moody's Corp

5.01%

Shares136.3K

Event2026-06-30

Filed2026-07-17

TMO

Thermo Fisher Scientific Inc

0.00%

Shares111.8K

Event2026-06-30

Filed2026-07-17

Oracle Corp

0.00%

Shares373.1K

Event2026-06-30

Filed2026-07-17

CTAS

Cintas Corp

7.66%

Shares239.0K

Event2026-06-30

Filed2026-07-17

Pool Corp

0.00%

Shares175.9K

Event2026-06-30

Filed2026-07-17

Alibaba Group Holding Ltd

0.00%

Shares278.0K

Event2026-06-30

Filed2026-07-17

CHTR

Charter Communications Inc

0.00%

Shares169.7K

Event2026-06-30

Filed2026-07-17

FTS

Fortis Inc

0.00%

Shares410.0K

Event2026-06-30

Filed2026-07-17

PAYX

Paychex Inc

0.00%

Shares133.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available