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Disclosery

CALEDONIA INVESTMENTS PLC: WSO position timeline

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

CALEDONIA INVESTMENTS PLC held 261,439 WSO 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 261,439 shares
    Change vs previous 13F +28,512 shares

    8.88% of the 13F portfolio, value $79,072,226.

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

  2. period ended2026-06-30
    13F 232,927 shares
    Change vs previous 13F 0 shares

    10.99% of the 13F portfolio, value $97,067,669.

    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 232,927 shares
    Change vs previous 13F 0 shares

    9.89% of the 13F portfolio, value $84,668,965.

    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 232,927 shares
    Change vs previous 13F +13,500 shares

    8.7% of the 13F portfolio, value $78,487,082.

    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 219,427 shares
    Change vs previous 13F +25,000 shares

    8.73% of the 13F portfolio, value $88,705,559.

    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 194,427 shares
    Change vs previous 13F 0 shares

    8.44% of the 13F portfolio, value $85,812,301.

    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 194,427 shares
    Change vs previous 13F 0 shares

    11.5% of the 13F portfolio, value $98,906,959.

    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 194,427 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $92,166,175.

    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).