Caledonia Investments Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

OTCPK:CALE.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
06 Jun 24	BuyUS$711,110	William Wyatt	Individual		15,688	US$45.33

Insider Trading Volume

Insider Buying: CALE.F insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CALE.F?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	338,900	0.624%
Public Companies	648,531	1.19%
Individual Insiders	806,383	1.48%
General Public	7,493,093	13.8%
Institutions	19,708,991	36.3%
Private Companies	25,326,802	46.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.5%	Cayzer Trust Company Ltd	19,292,364	US$787.3m	0%	no data
8.77%	Caytrust Finance Company Ltd	4,763,735	US$194.4m	0%	no data
3.78%	Allspring Global Investments, LLC	2,052,939	US$83.8m	22.8%	0.12%
2.37%	Smith & Williamson Investment Management LLP	1,288,201	US$52.6m	-0.4%	0.54%
1.92%	Dunchurch Lodge Stud Company	1,045,524	US$42.7m	0%	no data
1.87%	A J Bell Holdings Limited, Asset Management Arm	1,016,826	US$41.5m	0.89%	0.43%
1.66%	Charles Stanley & Co. Ltd, Asset Management Arm	903,970	US$36.9m	0.71%	0.3%
1.49%	Investec Wealth & Investment Limited	809,200	US$33.0m	0.7%	0.26%
1.36%	BlackRock, Inc.	739,576	US$30.2m	16.8%	no data
1.2%	Brewin Dolphin Limited	649,838	US$26.5m	-1.06%	0.17%
1.19%	Lloyds Banking Group plc	648,531	US$26.5m	-0.08%	no data
1.12%	J.M. Finn & Co. Ltd.	609,865	US$24.9m	-9.93%	0.45%
1%	HBOS Investment Fund Managers Limited	541,796	US$22.1m	0.56%	0.19%
0.94%	Barclays PLC Private Banking & Investment Banking Investment	512,414	US$20.9m	0.01%	0.03%
0.94%	Rathbones Investment Management Limited	511,069	US$20.9m	-1.7%	0.06%
0.83%	James Michael Cayzer-Colvin	448,578	US$18.3m	79.4%	no data
0.75%	Barclays Bank PLC, Wealth and Investment Management Division	408,133	US$16.7m	0.96%	0.17%
0.68%	HSBC Global Asset Management (UK) Limited	369,055	US$15.1m	4.97%	0.01%
0.68%	Trust Management (Alderney) Ltd, Asset Management Arm	366,700	US$15.0m	0%	100.0%
0.67%	Legal & General Investment Management Limited	361,719	US$14.8m	-3.49%	no data
0.66%	Canaccord Genuity Wealth (International) Limited	358,337	US$14.6m	-2.75%	0.21%
0.66%	The Vanguard Group, Inc.	356,084	US$14.5m	5.92%	no data
0.62%	Caledonia Investments plc Employee Share Trust	338,900	US$13.8m	-0.73%	100.0%
0.41%	Schroder Investment Management Limited	221,976	US$9.1m	2.52%	0.01%
0.37%	Rossie House Investment Management	203,075	US$8.3m	-4.99%	3.57%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/06/26 20:01
End of Day Share Price	2023/03/29 00:00
Earnings	2023/03/31
Annual Earnings	2023/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Caledonia Investments Plc is covered by 1 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Brown	J.P. Morgan