Caledonia Investments PLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the company's address as Cayzer House, 30 Buckingham Gate, London, England SW1E 6NN, and identifies Richard Webster as the Company Secretary.
The report details the firm's holdings in 12 distinct companies. The largest position disclosed is in Cintas Corporation, where Caledonia holds 239,000 shares. Other significant positions include Fastenal Company with 1,385,112 shares, Fortis Inc. with 410,000 shares, and Alibaba Group Holding ADR with 278,000 shares.
The filing also lists holdings in Charter Communications Class A, Cintas, Fastenal, Fortis, Microsoft Corporation, Moody's Corporation, Oracle Corporation, Paychex Inc., Philip Morris International, Pool, Texas Instruments, Charles Schwab, Thermo Fisher Scientific, and Watsco. All positions listed in the information table are identified as sole voting and dispositive power.
