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CALEDONIA INVESTMENTS PLC
hedge fundUpdated 23 days agoManaged by Caledonia Investments Plc • Latest filing Q3 2026
Portfolio value
$890.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-12.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1B |
| Q4 2025 | $902.3M |
| Q1 2026 | $855.9M |
| Q2 2026 | $883.3M |
| Q3 2026 | $890.2M |
Top holdings
15 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $125M | 655.0K | 14.05% | Trimmed(-6.8%) | |
| 2 | $111.2M | 397.0K | 12.49% | Unchanged | |
| 3 | $88.7M | 173.0K | 9.97% | Trimmed(-13.2%) | |
| 4 | $79.1M | 261.4K | 8.88% | Added(+12.2%) | |
| 5 | $75.5M | 111.8K | 8.48% | Unchanged | |
| 6 | $68.6M | 1.39M | 7.71% | Unchanged | |
| 7 | $65.6M | 671.0K | 7.37% | Unchanged | |
| 8 | $61.9M | 136.3K | 6.95% | Unchanged | |
| 9 | $56M | 408.1K | 6.30% | Added(+9.4%) | |
| 10 | $46.6M | 239.0K | 5.24% | Unchanged | |
| 11 | $29.9M | 278.0K | 3.36% | Unchanged | |
| 12 | $28.5M | 175.9K | 3.20% | Unchanged | |
| 13 | $21.7M | 410.0K | 2.44% | Unchanged | |
| 14 | $18.8M | 169.7K | 2.11% | Unchanged | |
| 15 | $13.1M | 133.0K | 1.47% | Unchanged |