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Mr. Richard Webster

Caledonia Investments Plc

Assets Managed
$883.256M
Holdings
15
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
3.2%(2Q avg: -0.97%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Caledonia Investments Plc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 15 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 883.256M in assets, with a quarterly growth rate of 3.2% and a 2-quarter average growth rate of -0.97%. The portfolio is managed by Mr. Richard Webster, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PM
Philip Morris International
Recent Activity
14.39%
$127.044M
702,563 shares@ $180.83 avg price
TXN
Texas Instruments Inc
Recent Activity
Decreased -23.35%
13.4%
$118.278M
397,000 shares@ $297.93 avg price
WSO
Watsco Inc
Recent Activity
10.99%
$97.068M
232,927 shares@ $416.74 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -14.93%
8.42%
$74.299M
199,317 shares@ $372.77 avg price
FAST
Fastenal Co
Recent Activity
7.54%
$66.513M
1.385M shares@ $48.02 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 9.82%
7.01%
$61.866M
671,000 shares@ $92.2 avg price
MCO
Moody's Corp
Recent Activity
Increased 5.01%
6.99%
$61.733M
136,300 shares@ $452.92 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
6.34%
$55.967M
111,767 shares@ $500.75 avg price
ORCL
Oracle Corp
Recent Activity
6.2%
$54.719M
373,100 shares@ $146.66 avg price
CTAS
Cintas Corp
Recent Activity
Increased 7.66%
4.61%
$40.642M
239,000 shares@ $170.05 avg price

1-10 of 15