CALEDONIA INVESTMENTS PLC — 13F holdings

CALEDONIA INVESTMENTS PLC reported 15 holdings worth $890M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. PM PHILIP MORRIS INTL INC — $125M (14.0%)
2. TXN TEXAS INSTRS INC — $111M (12.5%)
3. MSFT MICROSOFT CORP — $88.7M (10.0%)
4. WSO WATSCO INC — $79.1M (8.9%)
5. TMO THERMO FISHER SCIENTIFIC INC — $75.5M (8.5%)
6. FAST FASTENAL CO — $68.6M (7.7%)
7. SCHW SCHWAB CHARLES CORP — $65.6M (7.4%)
8. MCO MOODYS CORP — $61.9M (7.0%)
9. ORCL ORACLE CORP — $56.0M (6.3%)
10. CTAS Cintas Corp — $46.6M (5.2%)