Managers / Q1 2026
CALEDONIA INVESTMENTS PLC
CIK 0001037766 · CAYZER HOUSE, 30 BUCKINGHAM GATE, LONDON ENGLAND, X0, SW1E 6NN · 44-20-7802-8080
Reported Value
$856M
Q1 2026
Positions
15
Filings on Record
30
2019–present window
Filed
Apr 22, 2026
original filing
Summary
Caledonia Investments Plc reported $856M in U.S.-listed holdings across 15 positions for Q1 2026.
Its largest position, 4I1, represents 13.6% of the portfolio.
The book was largely unchanged from Q4 2025.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $856M | 15 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $902M | 15 | Jan 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 15 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 15 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $860M | 14 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $836M | 14 | Jan 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $912M | 14 | Oct 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $831M | 14 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $775M | 13 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $741M | 13 | Jan 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $682M | 13 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $724M | 13 | Jul 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $681M | 13 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $604M | 13 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $540M | 13 | Oct 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $591M | 13 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $659M | 13 | Apr 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $654M | 12 | Jan 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $572M | 11 | Oct 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $553M | 11 | Jul 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $517M | 11 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $495M | 11 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $490M | 12 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $443M | 12 | Aug 25, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $372M | 12 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $377M | 11 | Jan 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $357M | 11 | Oct 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $358M | 11 | Jul 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $349M | 12 | Apr 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $306M | 12 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.