Caledonia Investments PLC is an investment fund managing more than $831 billion ran by Mr. Webster. There are currently 14 companies in Webster’s portfolio. The largest investments include Microsoft and Oracle, together worth $225 billion.
As of 12th July 2024, Caledonia Investments PLC’s top holding is 253,317 shares of Microsoft currently worth over $113 billion and making up 13.6% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Caledonia Investments PLC owns more than approximately 0.1% of the company.
In addition, the fund holds 794,100 shares of Oracle worth $112 billion, whose value grew 27.0% in the past six months.
The third-largest holding is Watsco worth $98.9 billion and the next is Texas Instruments worth $89.6 billion, with 460,950 shares owned.
Currently, Caledonia Investments PLC's portfolio is worth at least $831 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Caledonia Investments PLC office and employees reside in London England, United Kingdom. According to the last 13-F report filed with the SEC, Mr. Webster serves as the Company Secretary at Caledonia Investments PLC.
In the most recent 13F filing, Caledonia Investments PLC revealed that it had opened a new position in
Pool and bought 121,687 shares worth $37.4 billion.
On the other hand, Mr. Webster disclosed a decreased stake in Oracle by approximately 0.1%.
This leaves the value of the investment at $112 billion and 794,100 shares.
The two most similar investment funds to Caledonia Investments PLC are Griffin Asset Management, Inc and German American Bancorp, Inc. They manage $831 billion and $830 billion respectively.
Caledonia Investments PLC’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 49.8% of
the total portfolio value.
The fund focuses on investments in the United States as
78.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
86% of the total holdings value.
On the other hand, small-cap stocks make up only 7.1% of the portfolio.
The average market cap of the portfolio companies is close to $233 billion.
These positions were updated on July 19th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
No change
253,317
|
$113,174,436,000 | 13.62% |
| Oracle Corp. |
5.36%
794,100
|
$112,079,274,000 | 13.49% |
| Watsco Inc. |
5.32%
213,427
|
$98,938,354,000 | 11.90% |
| Texas Instruments Inc. |
No change
460,950
|
$89,608,680,000 | 10.78% |
| Philip Morris International Inc |
No change
732,563
|
$74,215,958,000 | 8.93% |
| Thermo Fisher Scientific Inc. |
No change
100,267
|
$55,383,480,000 | 6.66% |
| Fastenal Co. |
No change
870,056
|
$54,665,618,000 | 6.58% |
| Moody's Corp |
No change
106,050
|
$44,660,837,000 | 5.37% |
| Charter Communications Inc. |
No change
141,400
|
$42,272,944,000 | 5.09% |
| Pool Corporation |
Opened
121,687
|
$37,389,548,000 | 4.50% |
| Ecolab, Inc. |
No change
143,610
|
$34,174,872,000 | 4.11% |
| Becton, Dickinson and Company |
No change
146,100
|
$34,146,492,000 | 4.11% |
| Fortis Inc. |
No change
526,700
|
$20,408,268,000 | 2.46% |
| Alibaba Group Holding Ltd |
No change
278,000
|
$20,018,780,000 | 2.41% |
| No transactions found | |||
| Showing first 500 out of 14 holdings | |||