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Mr. Richard Webster

@Caledonia Investments Plc

Latest period2024 - Q4ReportedManaged Assets$836.067MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BDXBecton Dickinson And Co
Recent Activity
3.97%
$33.133M
146,100 shares@ $226.78 avg price
ECLEcolab Inc
Recent Activity
Decreased -14.2%
3.46%
$28.88M
123,210 shares@ $234.4 avg price
BABAAlibaba Group Holding Ltd
Recent Activity
2.82%
$23.572M
278,000 shares@ $84.79 avg price
FTSFortis Inc
Recent Activity
2.62%
$21.849M
526,700 shares@ $41.49 avg price