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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
ORCLOracle Corp
Recent Activity
Decreased -12.11%
13.31%
$111.199M
667,100 shares@ $166.69 avg price
MSFTMicrosoft Corp
Recent Activity
12.77%
$106.717M
253,317 shares@ $421.29 avg price
WSOWatsco Inc
Recent Activity
Decreased -2.5%
11.03%
$92.166M
194,427 shares@ $474.04 avg price
PMPhilip Morris International Inc
Recent Activity
10.55%
$88.135M
732,563 shares@ $120.32 avg price
TXNTexas Instruments Inc
Recent Activity
10.34%
$86.433M
460,950 shares@ $187.52 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
6.24%
$52.155M
100,267 shares@ $520.17 avg price
FASTFastenal Co
Recent Activity
Decreased -17.47%
6.18%
$51.643M
718,056 shares@ $71.93 avg price
MCOMoody's Corp
Recent Activity
6.01%
$50.213M
106,050 shares@ $473.48 avg price
CHTRCharter Communications Inc
Recent Activity
5.8%
$48.472M
141,400 shares@ $342.8 avg price
POOLPool Corp
Recent Activity
4.97%
$41.501M
121,687 shares@ $341.05 avg price