SEC 13F Intelligence

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
Q4 ’18: $306MQ4 ’18Q1 ’19: $349MQ2 ’19: $358MQ3 ’19: $357MQ4 ’19: $377MQ4 ’19Q1 ’20: $372MQ2 ’20: $443MQ3 ’20: $490MQ4 ’20: $495MQ4 ’20Q1 ’21: $517MQ2 ’21: $553MQ3 ’21: $572MQ4 ’21: $654MQ4 ’21Q1 ’22: $659MQ2 ’22: $591MQ3 ’22: $540MQ4 ’22: $604MQ4 ’22Q1 ’23: $681MQ2 ’23: $724MQ3 ’23: $682MQ4 ’23: $741MQ4 ’23Q1 ’24: $775MQ2 ’24: $831MQ3 ’24: $912MQ4 ’24: $836MQ4 ’24Q1 ’25: $860MQ2 ’25: $1.0BQ3 ’25: $1.0BQ4 ’25: $902MQ4 ’25Q1 ’26: $856Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$856M15Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$902M15Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B15Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B15Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$860M14Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$836M14Jan 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$912M14Oct 2, 202413F-HRchanges · EDGAR ↗
Q2 2024$831M14Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$775M13Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$741M13Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$682M13Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$724M13Jul 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$681M13Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$604M13Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$540M13Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$591M13Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$659M13Apr 15, 202213F-HRchanges · EDGAR ↗
Q4 2021$654M12Jan 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$572M11Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$553M11Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$517M11Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$495M11Jan 22, 202113F-HRchanges · EDGAR ↗
Q3 2020$490M12Oct 14, 202013F-HRchanges · EDGAR ↗
Q2 2020$443M12Aug 25, 202013F-HRchanges · EDGAR ↗
Q1 2020$372M12May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$377M11Jan 23, 202013F-HRchanges · EDGAR ↗
Q3 2019$357M11Oct 11, 201913F-HRchanges · EDGAR ↗
Q2 2019$358M11Jul 15, 201913F-HRchanges · EDGAR ↗
Q1 2019$349M12Apr 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$306M12Jan 10, 201913F-HRchanges · 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 ↗.