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Disclosery

CALEDONIA INVESTMENTS PLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALEDONIA INVESTMENTS PLC on MCO, newest first. How the timeline and the estimate are built.

CALEDONIA INVESTMENTS PLC held 136,300 MCO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 136,300 shares
    Change vs previous 13F 0 shares

    6.95% of the 13F portfolio, value $61,899,282.

    13F-HR 0001193125-26-419621 filed by CALEDONIA INVESTMENTS PLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 136,300 shares
    Change vs previous 13F +6,500 shares

    6.99% of the 13F portfolio, value $61,732,996.

    13F-HR 0001193125-26-306735 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 129,800 shares
    Change vs previous 13F +11,000 shares

    6.62% of the 13F portfolio, value $56,648,614.

    13F-HR 0001193125-26-168214 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 118,800 shares
    Change vs previous 13F 0 shares

    6.73% of the 13F portfolio, value $60,691,356.

    13F-HR 0001193125-26-015897 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 118,800 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $56,580,876.

    13F-HR 0001193125-25-267961 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 118,800 shares
    Change vs previous 13F +12,750 shares

    5.86% of the 13F portfolio, value $59,549,688.

    13F-HR 0000950123-25-006449 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 106,050 shares
    Change vs previous 13F 0 shares

    5.75% of the 13F portfolio, value $49,402,332.

    13F-HR 0000950123-25-003446 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 106,050 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $50,212,554.

    13F-HR 0000950123-25-000168 filed by CALEDONIA INVESTMENTS PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).