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 $855.9M. In the most recent quarter, they have increased their positions in CTAS (+45.0K shares, valued at $7.6M), MCO (+11.0K shares, valued at $4.8M); decreased their positions in PM (-30.0K shares, valued at $5.0M), FTS (-46.7K shares, valued at $2.6M).

1M P&L

-8.8M-0.92%

3M P&L

+18.3M+1.98%

HY P&L

+55.6M+6.27%

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 Distribution184.5M

21.6%

2Software - Infrastructure141.6M

16.5%

3Tobacco116.1M

13.6%

Top Industries by Stock Count

1Industrial Distribution3 stocks

20.0%

2Software - Infrastructure2 stocks

13.3%

3Internet Retail1 stocks

6.7%

Sponsored

ORCL Oracle Corp373.1K shares0.00%2026-03-312026-04-22

CTAS Cintas Corp222.0K shares25.42%2026-03-312026-04-22

CHTR Charter Communications Inc169.7K shares0.00%2026-03-312026-04-22

POOL Pool Corp175.9K shares0.00%2026-03-312026-04-22

BABA Alibaba Group Holding Ltd278.0K shares0.00%2026-03-312026-04-22

FTS Fortis Inc410.0K shares-10.23%2026-03-312026-04-22

PAYX Paychex Inc133.0K shares0.00%2026-03-312026-04-22

Philip Morris International Inc

-4.10%

Shares702.6K

Event2026-03-31

Filed2026-04-22

TXN

Texas Instruments Inc

0.00%

Shares518.0K

Event2026-03-31

Filed2026-04-22

MSFT

Microsoft Corp

0.00%

Shares234.3K

Event2026-03-31

Filed2026-04-22

WSO

Watsco Inc

0.00%

Shares232.9K

Event2026-03-31

Filed2026-04-22

FAST

Fastenal Co

0.00%

Shares1.4M

Event2026-03-31

Filed2026-04-22

SCHW

Charles Schwab Corp

0.00%

Shares611.0K

Event2026-03-31

Filed2026-04-22

MCO

Moody's Corp

9.26%

Shares129.8K

Event2026-03-31

Filed2026-04-22

TMO

Thermo Fisher Scientific Inc

0.00%

Shares111.8K

Event2026-03-31

Filed2026-04-22

ORCL

Oracle Corp

0.00%

Shares373.1K

Event2026-03-31

Filed2026-04-22

CTAS

Cintas Corp

25.42%

Shares222.0K

Event2026-03-31

Filed2026-04-22

CHTR

Charter Communications Inc

0.00%

Shares169.7K

Event2026-03-31

Filed2026-04-22

POOL

Pool Corp

0.00%

Shares175.9K

Event2026-03-31

Filed2026-04-22

BABA

Alibaba Group Holding Ltd

0.00%

Shares278.0K

Event2026-03-31

Filed2026-04-22

FTS

Fortis Inc

-10.23%

Shares410.0K

Event2026-03-31

Filed2026-04-22

PAYX

Paychex Inc

0.00%

Shares133.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available