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Disclosery

CALEDONIA INVESTMENTS PLC: PM position timeline

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

CALEDONIA INVESTMENTS PLC held 654,963 PM 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 654,963 shares
    Change vs previous 13F -47,600 shares

    14.05% of the 13F portfolio, value $125,038,986.

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

  2. period ended2026-06-30
    13F 702,563 shares
    Change vs previous 13F 0 shares

    14.38% of the 13F portfolio, value $127,044,467.

    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 702,563 shares
    Change vs previous 13F -30,000 shares

    13.57% of the 13F portfolio, value $116,147,715.

    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 732,563 shares
    Change vs previous 13F 0 shares

    13.02% of the 13F portfolio, value $117,510,431.

    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 732,563 shares
    Change vs previous 13F 0 shares

    11.69% of the 13F portfolio, value $118,792,416.

    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 732,563 shares
    Change vs previous 13F 0 shares

    13.11% of the 13F portfolio, value $133,370,420.

    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 732,563 shares
    Change vs previous 13F 0 shares

    13.52% of the 13F portfolio, value $116,272,399.

    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 732,563 shares
    Change vs previous 13F not available

    10.54% of the 13F portfolio, value $88,134,655.

    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).