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CALEDONIA INVESTMENTS PLC
CALEDONIA INVESTMENTS PLC is an institution, managing $1.0B across 15 long positions as of Q3 2025 with 34% Technology concentration and 83% concentrated in top 10 holdings.
- Portfolio Value
- $1.0B
- Positions
- 15
- Top Holding
- MSFT at 12.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CALEDONIA INVESTMENTS PLC's portfolio (82.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $131.2M | 12.91% | — | 0.00% 253.3K shares | |
Software - Infrastructure Technology | $119.8M | 11.78% | -$56.9M Sold | 0.01% 426.1K shares | |
Tobacco Consumer Defensive | $118.8M | 11.69% | — | 0.05% 732.6K shares | |
Semiconductors Technology | $95.1M | 9.36% | +$5.2M Bought | 0.06% 518.0K shares | |
Industrial - Distribution Industrials | $88.7M | 8.73% | +$10.1M Bought | 0.54% 219.4K shares | |
Industrial - Distribution Industrials | $67.9M | 6.68% | -$2.5M Sold | 0.12% 1.4M shares | |
Financial - Capital Markets Financial Services | $58.3M | 5.74% | +$10.5M Bought | 0.03% 611.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $56.6M | 5.57% | — | 0.07% 118.8K shares | |
Medical - Diagnostics & Research Healthcare | $54.2M | 5.33% | — | 0.03% 111.8K shares | |
Industrial - Distribution Industrials | $49.9M | 4.91% | +$2.5M Bought | 0.43% 160.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CALEDONIA INVESTMENTS PLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+21.96% | |
+12.86% | |
+5.83% | |
+5.23% |
Analytics
Portfolio insights and performance metrics for CALEDONIA INVESTMENTS PLC
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