Caledonia Investments
Caledonia Investments reported 15 stocks worth $890M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are PM (14.1%), TXN (12.5%) and MSFT (10.0%). Compared with Q2 2026, the fund added to WSO and ORCL and trimmed PM and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PM Philip Morris Intl Inc | $125M | 14.1% | 655K | −48K (−7%) | 8 of 8 | |
| 2 |  TXN Texas Instrs Inc | $111M | 12.5% | 397K | No change | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $88.7M | 10.0% | 173K | −26K (−13%) | 8 of 8 | |
| 4 |  WSO Watsco Inc | $79.1M | 8.9% | 261K | +29K (+12%) | 8 of 8 | |
| 5 |  TMO Thermo Fisher Scientific Inc | $75.5M | 8.5% | 112K | No change | 8 of 8 | |
| 6 |  FAST Fastenal Co | $68.6M | 7.7% | 1.4M | No change | 8 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $65.6M | 7.4% | 671K | No change | 6 of 8 | |
| 8 |  MCO Moodys Corp | $61.9M | 7.0% | 136K | No change | 8 of 8 | |
| 9 |  ORCL Oracle Corp | $56M | 6.3% | 408K | +35K (+9%) | 8 of 8 | |
| 10 |  CTAS Cintas Corp | $46.6M | 5.2% | 239K | No change | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Caledonia Investments 13F FAQ
What does Caledonia Investments own?
Caledonia Investments reported 15 stocks worth $890M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are PM (14.1%), TXN (12.5%) and MSFT (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Caledonia Investments buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 2 added to, 2 trimmed and 0 sold out.
When will Caledonia Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Caledonia Investments's portfolio worth?
The Q3 2026 filing reports $890M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.