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Disclosery

CALEDONIA INVESTMENTS PLC: POOL position timeline

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

CALEDONIA INVESTMENTS PLC held 175,887 POOL 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 175,887 shares
    Change vs previous 13F 0 shares

    3.2% of the 13F portfolio, value $28,472,588.

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

  2. period ended2026-06-30
    13F 175,887 shares
    Change vs previous 13F 0 shares

    4.28% of the 13F portfolio, value $37,796,357.

    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 175,887 shares
    Change vs previous 13F 0 shares

    4.16% of the 13F portfolio, value $35,574,905.

    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 175,887 shares
    Change vs previous 13F +15,000 shares

    4.46% of the 13F portfolio, value $40,235,910.

    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 160,887 shares
    Change vs previous 13F +8,000 shares

    4.91% of the 13F portfolio, value $49,886,232.

    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 152,887 shares
    Change vs previous 13F +23,500 shares

    4.38% of the 13F portfolio, value $44,549,743.

    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 129,387 shares
    Change vs previous 13F +7,700 shares

    4.79% of the 13F portfolio, value $41,151,535.

    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 121,687 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $41,501,351.

    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).