CALEDONIA INVESTMENTS PLC
All 13F Filings
- Location
- London England, X0
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 890,188
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 15 | 890,188 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q2 2026 | 7/17/2026 | 15 | 883,256 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q1 2026 | 4/22/2026 | 15 | 855,935 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q4 2025 | 1/20/2026 | 15 | 902,343 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q3 2025 | 11/6/2025 | 15 | 1,016,344 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q2 2025 | 7/18/2025 | 15 | 1,017,046 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q2 2014 | 7/18/2014 | 13 | 237,690 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q1 2014 | 4/15/2014 | 12 | 210,266 | 13F-HR | CALEDONIA INVESTMENTS PLC |
| Q4 2013 | 1/27/2014 | 12 | 208,294 | 13F-HR | CALEDONIA INVESTMENTS PLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 890.2 K | 100.0% | 6.932 K | 0 | 6.932 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
890,188
Holdings
15
QoQ value change ($000)
6,932
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.