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. Sep 5, 2023 · Zillow is one of Caledonia’s largest positions, and the fund, run by joint chief investment officers Mr Vicars and Mr Messara, has backed the group since at least 2013. Oct 25, 2015 · A British investment trust will this week become the UK’s biggest bingo clubs operator when it snaps up the Gala chain in a £240m deal. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. The FTSE 250 wealth manager revealed Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Caledonia Investments Insiders Added UK£948. 10 The Cayzer Trust Company Limited 19,292,364 34. The firm was founded in Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Top holdings excludes cash and cash equivalents. Even though the dividend went up, the yield is Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. That equates to 3. 13 Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. 27p in London early on Monday. 24%. Download. 09 J M B Cayzer-Colvin 382,873 0. 82k shares. For investor relations enquiries, contact: Rob Memmott, Chief Financial Officer. T: +44 20 7802 8080. Top investments; Shareholder centre. Caledonia is a global investment management firm with a goal of achieving high absolute returns over a long-term time horizon. Mar 15, 2024 · Caledonia Investments Insiders Added UK£948. Dec 18, 2023 · CALEDONIA INVESTMENT HOLDINGS, LLC is a Michigan Domestic Limited-Liability Company filed on April 12, 2018. 4% May 4, 2020 · Flutter has entered into voting support agreements with the Directors of TSG, Caledonia (Private) Investments Pty Limited and ValueAct Holdings LP under which they have each agreed, subject to certain termination rights, to vote all of the shares of The Stars Group held by them in favor of the combination, which represents in total Caledonia Investments plc is a self-managed investment trust company based in London, England. Whalewisdom has at least 63 13F filings, and 20 13D filings Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. 7: Jan 8, 2024 · Caledonia has continued to invest and dispose of assets, in line with our active approach to portfolio management. Edelweiss Holdings plc is a privately-held investment holding company based in Jersey, Channel Islands. Filter by type. Caledonia Investments website Follow on LinkedIn Top holdings Data as at : 31/03/2024. 9% higher at 3,449. Factsheets. Caledonia Investments PLC's largest holding is Microsoft Corp. Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. By Tom Budszus, Alliance News reporter. 48% Per cent of portfolio in top holdings. caledonia. If this occurs, any shortfall would require utilisation of Caledonia’s £ Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. Microsoft Corp. L) CALEDONIA INVESTMENTS Reports FY24 Revenue GBP61. Mr. 62 million in total holdings as of March 31, 2024. SW1E 6NN. 82. 84%: $775188000: 13 Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Top holdings Data as at : 31/03/2024 Jun 26, 2024 · A high-level overview of Caledonia Investments Plc (CALEF) stock. The Cayzers, with a 48. Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. About 7. Why choose Caledonia? Investment trusts; News & media; Contact us; Close window. 80 The Hon Mrs E Gilmour 702,323 1. Corporate Presentation. 27 Trends come and go, but our strategy is driven by a resolutely long-term view and by values that endure. 57. Among firms in which Caledonia boosted its holdings in the year were cigarette Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. com. He joined Caledonia in 2006 with a broad role across the investment portfolio. 21. While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders. 40m, indicating this company earned more from the sale of existing assets than it spent on the purchase of new assets. The investment philosophy behind Caledonia is about long-term, steady growth and accumulation of capital with dividends. with shares held of 253,317. CELH Celsius Holdings, Inc. Results & reports. Our shareholder centre holds current and historic company and regulatory information for existing shareholders and investors looking to buy Caledonia shares. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom. About Institutional Holdings. The Cayzer family remain supportive shareholders and the family’s long-term investment As of 03/31/2024, below is a summary of the Caledonia Private Investments Pty Ltd top holdings by largest position size, as per the latest 13f filing made by Caledonia Private Investments Pty Ltd. 8bn. Caledonia’s rose by over 7% to hit £3 billion. The Packer and Fairfax Nov 15, 2023 · Caledonia (Private) Investments Pty Ltd is a renowned investment firm known for its selective and concentrated investment approach. 85 The Hon Mrs E Gilmour 624,749 1. Mar 15, 2024 · Caledonia Investments insiders own about UK£65m worth of shares. With a portfolio equity of $4. 10 J M B Cayzer-Colvin 393,967 0. Equipmake Holdings PLC - Norfolk, England-based As of 5th April 2024, Caledonia Investments PLC’s top holding is 253,317 shares of Microsoft currently worth over $106 billion and making up 13. In this section you can track our performance, share price performance, dividends and view documentation for shareholder meetings including AGMs. CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 11 June 2021 W P Wyatt 1,163,134 2. In addition the company generated 58. Chair. Sky News has learnt that Caledonia Investments is to Oct 26, 2015 · CALEDONIA INVESTMENTS AGREES TO ACQUIRE GALA BINGO Caledonia Investments plc announces that it has agreed terms to acquire Gala Bingo Holdings Limited , the UK's Caledonia Investments plc is a self-managed investment trust company based in London, England. 2. 09-0. Shares in Caledonia Investments were up 0. View the latest funds and 13F holdings. 1% of the company. 7k Of Stock To Their Holdings editorial-team@simplywallst. 84 Caledonia Investments plc Employee Share Trust 471,336 0. Jun 6, 2023 · CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 9 June 2023 Number % W P Wyatt 1,215,360 2. Apr 8, 2024 · Caledonia Investments hit the £3 billion mark for its net asset valuation today, in a boost for the money manager set up by Cayzer shipping magnate family. 9m, investment company Caledonia Private Holdings Pty Ltd has an ownership stake in Caledonia (Private) Investments Pty Limited of more than 75%. Caledonia traces its history back to the Cayzer family’s shipping business, founded in the late 1800s. Brookshire's strategy is to acquire income-producing assets and enhance their value through physical improvement, change of use, or improving the quality or quantity of income. 1: Stonehage Fleming: 5. Holding. 3 days ago · 4. Jan 8, 2024 · The London-based FTSE 250 investment trust said net asset value at December 31 was 5,180 pence per share, up from 4,943p at the same time in 2022 and from 5,068p at the end of its previous 4 Caledonia Investments plc Caledonia is a self-managed investment trust company with net assets of circa £2bn, listed on the London Stock Exchange. 30 a. We invest in proven, well-managed businesses that combine long term growth characteristics with an ability to deliver Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. Acquired by the Cayzer family in 1951 as a holding company for their various shipping interests, Caledonia came into its own as an investment company in 1987. 15. Karim and is located at 3013 Heron Place, Bloomfield Hills, MI 48302. The acquisition deal covers Gala Bingo’s 130 clubs only, as the Gala Bingo dotcom site is not part of the trade. Seven Investment Management remained the largest holding at £173. Visit Caledonia Private Capital website. com . Chairman: Guy Davison. 92 billion in total holdings as of March 31, 2024. It still enjoys the backing of the Jul 12, 2024 · Part of Caledonia Investments Plc, Brookshire Capital LLP is a commercial property investment, development, and trading business based in London, UK. 5% stake in Apr 8, 2024 · NAVs are a closely tracked benchmark for investment firms. With net assets of circa £3bn Caledonia has a long track record of delivering consistently strong returns and progressive annual dividend payments. Caledonia Investments plc Annual Report 2020 3 Stateic eport Directors eport Financial statements Ote information As we look forward, it is likely that Caledonia will face a reduction in income from our investee companies suffering disruption from the Covid-19 pandemic. Compare against similar firms. Jan 8, 2024 · (Alliance News) - Caledonia Investments PLC on Monday said it was "well positioned" following the release of its unaudited results. 8M. 6% a year, the All-Share by 5. Caledonia Investments plc is a self-managed investment trust company based in London, England. Watsco Inc Class A. Concentrating on mid-market companies, we take a long-term approach that is focused on delivering enduring value in the shape of strong capital growth and a current yield throughout the business cycle. Sep 5, 2023 · Caledonia Investments shares were 1. Earnings Flash (CLDN. The Registered Agent on file for this company is Jacqueline W. Browse the largest holdings in our portfolio. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The Governance Committee keeps under review corporate governance issues relating to Caledonia and in particular monitors the ability of each director to act in the interests of shareholders as a whole, to exercise independence of judgement free May 30, 2024 · Profile. E: enquiries@caledonia. Caledonia (Private) Investments Pty Ltd owns shares of 11 different stocks, but just 3 companies or ETFs make up 80% of its holdings. Tranche Update on Caledonia Investments Plc's Equity Buyback Plan announced on March 25, 2024. 1%, and RPI by 2. Caledonia’s dividend has increased from 35. 1p over the last 10 years, representing annual growth of 5. com (Simply Wall St) Fri, Mar 15, 2024, 3:38 AM 3 min read Aug 15, 2023 · On June 30, 2023, Caledonia (Private) Investments Pty Ltd, a Sydney-based investment firm, significantly increased its holdings in Light & Wonder Inc (NASDAQ:LNW), a leading cross-platform gaming Mar 15, 2024 · Caledonia Investments insiders own about UK£65m worth of shares. AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. Members: Farah Buckley, Anne Farlow, Claire Fitzalan Howard, Lynn Fordham. Our team is made up of experienced investors whose exceptional track record has allowed Caledonia to deliver strong capital growth with rising dividends. Mar 31, 2024 · Caledonia Investments Plc has $774. Find the latest Caledonia Investments Plc (CALEF) stock quote, history, news and other vital information to help you with your stock trading and investing. to long term, and the FTSE All-Share index over 10 years. 29 Caledonia Investments plc Employee Share Trust 296,036 0. Private Capital. May 6, 2022 · Caledonia Investments , one of the The top four largest holdings were unchanged in terms of ranking. 66k shares for UK£161k. Edelweiss is a privately-held investment holding company with the long-term mission to protect the purchasing power of its irreplaceable capital, and to increase such value over time in real terms. 1% at 3,539. Our purpose is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to avoid permanent loss of capital. Filter by strategy All Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. In total, Caledonia Investments insiders bought more than they sold over Please note that the percentage of unlisted holdings is displayed for companies that have reported this data to the AIC. But they sold 4. He is on the Board of Directors at Caledonia Investments Plc and Bristow Aviation Holdings Ltd. Caledonia allows access to higher performing private equity markets here in the UK alongside access to US private equity and Asian private equity where returns have historically been somewhat ahead of the public markets. Approximately 0. Caledonia Investments Plc owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings. 46% of the portfolio was purchased this quarter. In addition, the fund holds 839,100 Caledonia Investments PLC is based out of London England. 10 The Cayzer Trust Company Limited 19,472,364 35. Finalisation of the Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. 5 days ago · In 2024, Caledonia Investments Plc did not generate a significant amount of cash. 6%. 2 days ago · London. Jan 8, 2024 · The London-based FTSE 250 investment trust said net asset value at December 31 was 5,180 pence per share, up from 4,943p at the same time in 2022 and from 5,068p at the end of its previous financial year on March 31. 56 pence each in London on Tuesday morning. Farah Buckley. “N/R” means the data has not been reported to the AIC. Results centre; Performance highlights; Share price information; Why choose Caledonia? Investment trusts; News & media Caledonia | 1,532 followers on LinkedIn. 88% of the portfolio was sold this quarter. Caledonia Investments plc Recommends Final Dividend for the Year Ended 31 March 2024, Payable on 1 August 2024. Non-Executive Director. The company delivered a positive 3. Senior Independent Non-Executive Director. L) CALEDONIA INVESTMENTS Reports FY24 EPS GBP3. 7k Of Stock To Their Holdings. Caledonia (Private) Investments Pty Ltd has $3. May 25, 2024 · Caledonia Investments Plc has announced that it will be increasing its dividend from last year's comparable payment on the 1st of August to £0. 14 Dec 3, 2020 · Over the ten years to September 2020, the trust’s NAV increased by 7. We achieve this by seeking out robust businesses and ambitious business partners who May 9, 2019 · Shares of Caledonia Investments, a London-based investment firm that has held the family’s wealth for more than three decades, surged to a record last month. In the Caledonia Private Investments Pty Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. Top investments. Investment % of total assets; Cobepa: 6. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 71 The Hon C W Cayzer 55,592 0. Filter by year. 5147. Guy Davison. Relative to the number of outstanding shares of Microsoft, Caledonia Investments PLC owns more than approximately 0. May. Caledonia Investments Plc commences an Equity Buyback Plan for 5,466,300 shares, representing 10% of its issued share capital, under the authorization approved on July 19, 2023. Jul 12, 2024 · 19,868. Independent Non-Executive Director. 90m in cash from operations while cash used for financing Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. Anne Farlow. Mathew Masters is a Chief Executive Officer at Caledonia Investments Plc and a Chief Executive Officer & Director at Caledonia Investments Plc. Find out more Results & reports. Where data is reported, it may be subject to valuation lags. 3p to 61. 54 The Hon Mrs E Gilmour 624,749 1. Latest Caledonia Investments Plc (CLDN:LSE) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Track the AUM, funds, and holdings for Caledonia Private Investments PTY Limited over time. Our story. However, Cash Flow from Investing totalled 258. 80% of the portfolio was purchased this quarter. Caledonia Private Holdings Pty Ltd is a foreign entity serving as Shareholder Of Class A Redeemable Preference Shares for Caledonia (Private) Investments Pty Limited, a hedge fund company. The movement in net debt in nine month period was £275m, largely reflecting net investments made by all three pools and, most significantly, the acquisition of a majority stake in the European division of AIR-serv in April 2023 by Private Capital. A more detailed commentary on trading is provided on a quarterly basis. Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. F: +44 20 7802 8090. Jun 13, 2024 · The purpose of this letter is to provide you with an explanation of the resolutions to be proposed at the ninety-fifth annual general meeting of the Company, which will be held at 6 Park Place, St James's, London SW1A 1LR, at 11. 6% of the company. The Hon Charles Cayzer. To find out how we communicate with our Apr 8, 2024 · Caledonia Investments hit the £3 billion mark for its net asset valuation today, in a boost for the money manager set up by Cayzer shipping magnate family. Caledonia Investments is a FTSE 250 self-managed investment trust company. We seek to generate long-term compounding real returns for shareholders, targeting total returns that outperform inflation Mar 31, 2024 · Caledonia Investments Plc has $774. Browse and download from our library of results announcements, annual reports and presentations. 69 The Hon C W Cayzer 55,592 0. 8 Apr 2024 07:16 Caledonia Investments grows NAV by 7. % of portfolio. 17 Caledonia Investments plc Employee Share Trust 443,226 0. The FTSE 250 wealth manager revealed Jun 13, 2024 · Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. on Wednesday 17 July 2024 and to seek your approval of them. 22 J M B Cayzer-Colvin 264,248 0. Holdings over 1% of net assets at 30 September 2019 were as 3 days ago · Latest news about Caledonia Investments Plc. 10 The Cayzer Trust Company Limited 19,292,364 35. Our monthly factsheets include our unaudited NAV per share, top ten investments and significant events during the period. www. 44%. 7% of the portfolio value. Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. 56 billion, the firm has a strong CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 12 June 2019 W P Wyatt 1,155,433 2. 69. 7%. Hedge Fund Portfolio Manager Performance 24Q1 AUM # of Holdings Performance Rank Allocation ; Caledonia Investments: Donald Morgan: 4. Their last reported 13F filing for Q1 2024 included $774,615,771 in managed 13F securities and a top 10 holdings concentration of 90. London-based Caledonia Investments PLC announced last Monday that the Gala Coral Group has agreed to sell Gala Bingo Holdings to the investment trust company in exchange for a £241 million settlement price. So Caledonia is ahead of both the All-Share and RPI+3%. m. Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium. 48 The Hon C W Cayzer 55,592 0. 6% NAV Oct 7, 2023 · Happily, we note that in the last year insiders paid UK£689k for 19. MT. May 21, 2024 · Earnings Flash (CLDN. Browse and download from our library of results announcements, annual Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Towards the end of the boom in shipping, Caledonia was converted into a broader investment holding company, and later to an investment trust. The company's filing status is listed as Active and its File Number is 802185143 . Top Investments test. As of Mar 31 2022. Nasdaq provides the ownership stake information in a company, including the number of shares held by those institutions in a firm, along with recent purchases and The investment philosophy behind Caledonia is about long-term, steady growth and accumulation of capital with dividends. py nx jw br uo tf jq tm sr hf
. Sep 5, 2023 · Zillow is one of Caledonia’s largest positions, and the fund, run by joint chief investment officers Mr Vicars and Mr Messara, has backed the group since at least 2013. Oct 25, 2015 · A British investment trust will this week become the UK’s biggest bingo clubs operator when it snaps up the Gala chain in a £240m deal. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. The FTSE 250 wealth manager revealed Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Caledonia Investments Insiders Added UK£948. 10 The Cayzer Trust Company Limited 19,292,364 34. The firm was founded in Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Top holdings excludes cash and cash equivalents. Even though the dividend went up, the yield is Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. That equates to 3. 13 Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. 27p in London early on Monday. 24%. Download. 09 J M B Cayzer-Colvin 382,873 0. 82k shares. For investor relations enquiries, contact: Rob Memmott, Chief Financial Officer. T: +44 20 7802 8080. Top investments; Shareholder centre. Caledonia is a global investment management firm with a goal of achieving high absolute returns over a long-term time horizon. Mar 15, 2024 · Caledonia Investments Insiders Added UK£948. Dec 18, 2023 · CALEDONIA INVESTMENT HOLDINGS, LLC is a Michigan Domestic Limited-Liability Company filed on April 12, 2018. 4% May 4, 2020 · Flutter has entered into voting support agreements with the Directors of TSG, Caledonia (Private) Investments Pty Limited and ValueAct Holdings LP under which they have each agreed, subject to certain termination rights, to vote all of the shares of The Stars Group held by them in favor of the combination, which represents in total Caledonia Investments plc is a self-managed investment trust company based in London, England. Whalewisdom has at least 63 13F filings, and 20 13D filings Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. 7: Jan 8, 2024 · Caledonia has continued to invest and dispose of assets, in line with our active approach to portfolio management. Edelweiss Holdings plc is a privately-held investment holding company based in Jersey, Channel Islands. Filter by type. Caledonia Investments website Follow on LinkedIn Top holdings Data as at : 31/03/2024. 9% higher at 3,449. Factsheets. Caledonia Investments PLC's largest holding is Microsoft Corp. Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. By Tom Budszus, Alliance News reporter. 48% Per cent of portfolio in top holdings. caledonia. If this occurs, any shortfall would require utilisation of Caledonia’s £ Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. Microsoft Corp. L) CALEDONIA INVESTMENTS Reports FY24 Revenue GBP61. Mr. 62 million in total holdings as of March 31, 2024. SW1E 6NN. 82. 84%: $775188000: 13 Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Top holdings Data as at : 31/03/2024 Jun 26, 2024 · A high-level overview of Caledonia Investments Plc (CALEF) stock. The Cayzers, with a 48. Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. About 7. Why choose Caledonia? Investment trusts; News & media; Contact us; Close window. 80 The Hon Mrs E Gilmour 702,323 1. Corporate Presentation. 27 Trends come and go, but our strategy is driven by a resolutely long-term view and by values that endure. 57. Among firms in which Caledonia boosted its holdings in the year were cigarette Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. com. He joined Caledonia in 2006 with a broad role across the investment portfolio. 21. While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders. 40m, indicating this company earned more from the sale of existing assets than it spent on the purchase of new assets. The investment philosophy behind Caledonia is about long-term, steady growth and accumulation of capital with dividends. with shares held of 253,317. CELH Celsius Holdings, Inc. Results & reports. Our shareholder centre holds current and historic company and regulatory information for existing shareholders and investors looking to buy Caledonia shares. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom. About Institutional Holdings. The Cayzer family remain supportive shareholders and the family’s long-term investment As of 03/31/2024, below is a summary of the Caledonia Private Investments Pty Ltd top holdings by largest position size, as per the latest 13f filing made by Caledonia Private Investments Pty Ltd. 8bn. Caledonia’s rose by over 7% to hit £3 billion. The Packer and Fairfax Nov 15, 2023 · Caledonia (Private) Investments Pty Ltd is a renowned investment firm known for its selective and concentrated investment approach. 85 The Hon Mrs E Gilmour 624,749 1. Mar 15, 2024 · Caledonia Investments insiders own about UK£65m worth of shares. With a portfolio equity of $4. 10 J M B Cayzer-Colvin 393,967 0. Equipmake Holdings PLC - Norfolk, England-based As of 5th April 2024, Caledonia Investments PLC’s top holding is 253,317 shares of Microsoft currently worth over $106 billion and making up 13. In this section you can track our performance, share price performance, dividends and view documentation for shareholder meetings including AGMs. CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 11 June 2021 W P Wyatt 1,163,134 2. In addition the company generated 58. Chair. Sky News has learnt that Caledonia Investments is to Oct 26, 2015 · CALEDONIA INVESTMENTS AGREES TO ACQUIRE GALA BINGO Caledonia Investments plc announces that it has agreed terms to acquire Gala Bingo Holdings Limited , the UK's Caledonia Investments plc is a self-managed investment trust company based in London, England. 2. 09-0. Shares in Caledonia Investments were up 0. View the latest funds and 13F holdings. 1% of the company. 7k Of Stock To Their Holdings editorial-team@simplywallst. 84 Caledonia Investments plc Employee Share Trust 471,336 0. Jun 6, 2023 · CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 9 June 2023 Number % W P Wyatt 1,215,360 2. Apr 8, 2024 · Caledonia Investments hit the £3 billion mark for its net asset valuation today, in a boost for the money manager set up by Cayzer shipping magnate family. 9m, investment company Caledonia Private Holdings Pty Ltd has an ownership stake in Caledonia (Private) Investments Pty Limited of more than 75%. Caledonia traces its history back to the Cayzer family’s shipping business, founded in the late 1800s. Brookshire's strategy is to acquire income-producing assets and enhance their value through physical improvement, change of use, or improving the quality or quantity of income. 1: Stonehage Fleming: 5. Holding. 3 days ago · 4. Jan 8, 2024 · The London-based FTSE 250 investment trust said net asset value at December 31 was 5,180 pence per share, up from 4,943p at the same time in 2022 and from 5,068p at the end of its previous 4 Caledonia Investments plc Caledonia is a self-managed investment trust company with net assets of circa £2bn, listed on the London Stock Exchange. 30 a. We invest in proven, well-managed businesses that combine long term growth characteristics with an ability to deliver Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. Acquired by the Cayzer family in 1951 as a holding company for their various shipping interests, Caledonia came into its own as an investment company in 1987. 15. Karim and is located at 3013 Heron Place, Bloomfield Hills, MI 48302. The acquisition deal covers Gala Bingo’s 130 clubs only, as the Gala Bingo dotcom site is not part of the trade. Seven Investment Management remained the largest holding at £173. Visit Caledonia Private Capital website. com . Chairman: Guy Davison. 92 billion in total holdings as of March 31, 2024. It still enjoys the backing of the Jul 12, 2024 · Part of Caledonia Investments Plc, Brookshire Capital LLP is a commercial property investment, development, and trading business based in London, UK. 5% stake in Apr 8, 2024 · NAVs are a closely tracked benchmark for investment firms. With net assets of circa £3bn Caledonia has a long track record of delivering consistently strong returns and progressive annual dividend payments. Caledonia Investments plc Annual Report 2020 3 Stateic eport Directors eport Financial statements Ote information As we look forward, it is likely that Caledonia will face a reduction in income from our investee companies suffering disruption from the Covid-19 pandemic. Compare against similar firms. Jan 8, 2024 · (Alliance News) - Caledonia Investments PLC on Monday said it was "well positioned" following the release of its unaudited results. 8M. 6% a year, the All-Share by 5. Caledonia Investments plc is a self-managed investment trust company based in London, England. Watsco Inc Class A. Concentrating on mid-market companies, we take a long-term approach that is focused on delivering enduring value in the shape of strong capital growth and a current yield throughout the business cycle. Sep 5, 2023 · Caledonia Investments shares were 1. Earnings Flash (CLDN. The Registered Agent on file for this company is Jacqueline W. Browse the largest holdings in our portfolio. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The Governance Committee keeps under review corporate governance issues relating to Caledonia and in particular monitors the ability of each director to act in the interests of shareholders as a whole, to exercise independence of judgement free May 30, 2024 · Profile. E: enquiries@caledonia. Caledonia (Private) Investments Pty Ltd owns shares of 11 different stocks, but just 3 companies or ETFs make up 80% of its holdings. Tranche Update on Caledonia Investments Plc's Equity Buyback Plan announced on March 25, 2024. 1%, and RPI by 2. Caledonia’s dividend has increased from 35. 1p over the last 10 years, representing annual growth of 5. com (Simply Wall St) Fri, Mar 15, 2024, 3:38 AM 3 min read Aug 15, 2023 · On June 30, 2023, Caledonia (Private) Investments Pty Ltd, a Sydney-based investment firm, significantly increased its holdings in Light & Wonder Inc (NASDAQ:LNW), a leading cross-platform gaming Mar 15, 2024 · Caledonia Investments insiders own about UK£65m worth of shares. AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. Members: Farah Buckley, Anne Farlow, Claire Fitzalan Howard, Lynn Fordham. Our team is made up of experienced investors whose exceptional track record has allowed Caledonia to deliver strong capital growth with rising dividends. Mar 31, 2024 · Caledonia Investments Plc has $774. Find the latest Caledonia Investments Plc (CALEF) stock quote, history, news and other vital information to help you with your stock trading and investing. to long term, and the FTSE All-Share index over 10 years. 29 Caledonia Investments plc Employee Share Trust 296,036 0. Private Capital. May 6, 2022 · Caledonia Investments , one of the The top four largest holdings were unchanged in terms of ranking. 66k shares for UK£161k. Edelweiss is a privately-held investment holding company with the long-term mission to protect the purchasing power of its irreplaceable capital, and to increase such value over time in real terms. 1% at 3,539. Our purpose is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to avoid permanent loss of capital. Filter by strategy All Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. In total, Caledonia Investments insiders bought more than they sold over Please note that the percentage of unlisted holdings is displayed for companies that have reported this data to the AIC. But they sold 4. He is on the Board of Directors at Caledonia Investments Plc and Bristow Aviation Holdings Ltd. Caledonia allows access to higher performing private equity markets here in the UK alongside access to US private equity and Asian private equity where returns have historically been somewhat ahead of the public markets. Approximately 0. Caledonia Investments Plc owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings. 46% of the portfolio was purchased this quarter. In addition, the fund holds 839,100 Caledonia Investments PLC is based out of London England. 10 The Cayzer Trust Company Limited 19,472,364 35. Finalisation of the Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. 5 days ago · In 2024, Caledonia Investments Plc did not generate a significant amount of cash. 6%. 2 days ago · London. Jan 8, 2024 · The London-based FTSE 250 investment trust said net asset value at December 31 was 5,180 pence per share, up from 4,943p at the same time in 2022 and from 5,068p at the end of its previous financial year on March 31. 56 pence each in London on Tuesday morning. Farah Buckley. “N/R” means the data has not been reported to the AIC. Results centre; Performance highlights; Share price information; Why choose Caledonia? Investment trusts; News & media Caledonia | 1,532 followers on LinkedIn. 88% of the portfolio was sold this quarter. Caledonia Investments plc Recommends Final Dividend for the Year Ended 31 March 2024, Payable on 1 August 2024. Non-Executive Director. The company delivered a positive 3. Senior Independent Non-Executive Director. L) CALEDONIA INVESTMENTS Reports FY24 EPS GBP3. 7k Of Stock To Their Holdings. Caledonia (Private) Investments Pty Ltd has $3. May 25, 2024 · Caledonia Investments Plc has announced that it will be increasing its dividend from last year's comparable payment on the 1st of August to £0. 14 Dec 3, 2020 · Over the ten years to September 2020, the trust’s NAV increased by 7. We achieve this by seeking out robust businesses and ambitious business partners who May 9, 2019 · Shares of Caledonia Investments, a London-based investment firm that has held the family’s wealth for more than three decades, surged to a record last month. In the Caledonia Private Investments Pty Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. Top investments. Investment % of total assets; Cobepa: 6. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 71 The Hon C W Cayzer 55,592 0. Filter by year. 5147. Guy Davison. Relative to the number of outstanding shares of Microsoft, Caledonia Investments PLC owns more than approximately 0. May. Caledonia Investments Plc commences an Equity Buyback Plan for 5,466,300 shares, representing 10% of its issued share capital, under the authorization approved on July 19, 2023. Jul 12, 2024 · 19,868. Independent Non-Executive Director. 90m in cash from operations while cash used for financing Jun 3, 2023 · Caledonia is a self-managed investment trust company with net assets of £2. Anne Farlow. Mathew Masters is a Chief Executive Officer at Caledonia Investments Plc and a Chief Executive Officer & Director at Caledonia Investments Plc. Find out more Results & reports. Where data is reported, it may be subject to valuation lags. 3p to 61. 54 The Hon Mrs E Gilmour 624,749 1. Latest Caledonia Investments Plc (CLDN:LSE) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Track the AUM, funds, and holdings for Caledonia Private Investments PTY Limited over time. Our story. However, Cash Flow from Investing totalled 258. 80% of the portfolio was purchased this quarter. Caledonia Private Holdings Pty Ltd is a foreign entity serving as Shareholder Of Class A Redeemable Preference Shares for Caledonia (Private) Investments Pty Limited, a hedge fund company. The movement in net debt in nine month period was £275m, largely reflecting net investments made by all three pools and, most significantly, the acquisition of a majority stake in the European division of AIR-serv in April 2023 by Private Capital. A more detailed commentary on trading is provided on a quarterly basis. Heatmaps of the top 13f holdings and a list of the largest trades made by Caledonia Investments, the hedge fund managed by Donald Morgan. F: +44 20 7802 8090. Jun 13, 2024 · The purpose of this letter is to provide you with an explanation of the resolutions to be proposed at the ninety-fifth annual general meeting of the Company, which will be held at 6 Park Place, St James's, London SW1A 1LR, at 11. 6% of the company. The Hon Charles Cayzer. To find out how we communicate with our Apr 8, 2024 · Caledonia Investments hit the £3 billion mark for its net asset valuation today, in a boost for the money manager set up by Cayzer shipping magnate family. Caledonia Investments is a FTSE 250 self-managed investment trust company. We seek to generate long-term compounding real returns for shareholders, targeting total returns that outperform inflation Mar 31, 2024 · Caledonia Investments Plc has $774. Browse and download from our library of results announcements, annual reports and presentations. 69 The Hon C W Cayzer 55,592 0. 8 Apr 2024 07:16 Caledonia Investments grows NAV by 7. % of portfolio. 17 Caledonia Investments plc Employee Share Trust 443,226 0. The FTSE 250 wealth manager revealed Jun 13, 2024 · Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. on Wednesday 17 July 2024 and to seek your approval of them. 22 J M B Cayzer-Colvin 264,248 0. Holdings over 1% of net assets at 30 September 2019 were as 3 days ago · Latest news about Caledonia Investments Plc. 10 The Cayzer Trust Company Limited 19,292,364 35. Our monthly factsheets include our unaudited NAV per share, top ten investments and significant events during the period. www. 44%. 7% of the portfolio value. Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. 56 billion, the firm has a strong CALEDONIA INVESTMENTS PLC - Ordinary shares of 5p each Cayzer Concert Party holdings as at 12 June 2019 W P Wyatt 1,155,433 2. 69. 7%. Hedge Fund Portfolio Manager Performance 24Q1 AUM # of Holdings Performance Rank Allocation ; Caledonia Investments: Donald Morgan: 4. Their last reported 13F filing for Q1 2024 included $774,615,771 in managed 13F securities and a top 10 holdings concentration of 90. London-based Caledonia Investments PLC announced last Monday that the Gala Coral Group has agreed to sell Gala Bingo Holdings to the investment trust company in exchange for a £241 million settlement price. So Caledonia is ahead of both the All-Share and RPI+3%. m. Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium. 48 The Hon C W Cayzer 55,592 0. 6% NAV Oct 7, 2023 · Happily, we note that in the last year insiders paid UK£689k for 19. MT. May 21, 2024 · Earnings Flash (CLDN. Browse and download from our library of results announcements, annual Caledonia Investments at a glance - see how our performance stacks up over time, from NAV to share price and dividends. Towards the end of the boom in shipping, Caledonia was converted into a broader investment holding company, and later to an investment trust. The company's filing status is listed as Active and its File Number is 802185143 . Top Investments test. As of Mar 31 2022. Nasdaq provides the ownership stake information in a company, including the number of shares held by those institutions in a firm, along with recent purchases and The investment philosophy behind Caledonia is about long-term, steady growth and accumulation of capital with dividends. py nx jw br uo tf jq tm sr hf