Mr. Richard Webster

@Caledonia Investments Plc

Latest period2024 - Q4

Reported8d ago

Managed Assets$836.067M

Total holdings14

Assets growth rate-8.3%

Assets growth rate (2-Q avg)0.7%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Caledonia Investments Plc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Caledonia Investments Plc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 836.067M in assets, with a quarterly growth rate of -8.3% and a 2-quarter average growth rate of 0.7%. The portfolio is managed by Mr. Richard Webster, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ORCLOracle Corp Recent Activity Decreased -12.11%	13.31%	$111.199M 667,100 shares@ $166.69 avg price	Decreased -12.11%
WSOWatsco Inc Recent Activity Decreased -2.5%	11.03%	$92.166M 194,427 shares@ $474.04 avg price	Decreased -2.5%
FASTFastenal Co Recent Activity Decreased -17.47%	6.18%	$51.643M 718,056 shares@ $71.93 avg price	Decreased -17.47%
ECLEcolab Inc Recent Activity Decreased -14.2%	3.46%	$28.88M 123,210 shares@ $234.4 avg price	Decreased -14.2%