CALEDONIA INVESTMENTS PLC ORCL — Oracle Corp

Ownership history in CALEDONIA INVESTMENTS PLC  ·  48 quarters on record

AI Ownership Summary

CALEDONIA INVESTMENTS PLC reported Oracle Corp (ORCL) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.18% in 2024 Q3. The latest visible filing shows ORCL at 6.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALEDONIA INVESTMENTS PLC's position in Oracle Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORCL was reported at 6.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.18% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORCL stock page CALEDONIA INVESTMENTS PLC fund profile CALEDONIA INVESTMENTS PLC full holdings
How CALEDONIA INVESTMENTS PLC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 373,100 — 0% 6.41% $54.9M 2026-04-22 $187.50
2025 Q4 REDUCED 12.4% -24.3% ✅ 373,100 -53,000 -12.4% 8.06% $72.7M 2026-01-20 $179.29
2025 Q3 REDUCED 32.2% -30.4% ✅ 426,100 -202,500 -32.2% 11.78% $119.8M 2025-11-06 $242.31
2025 Q2 REDUCED 5.8% +29.6% ❌ 628,600 -38,500 -5.8% 13.51% $137.4M 2025-07-18 $243.53
2025 Q1 UNCHANGED — — — 667,100 — 0% 10.85% $93.3M 2025-04-11 $131.04
2024 Q4 REDUCED 12.1% -15.9% ✅ 667,100 -92,000 -12.1% 13.30% $111.2M 2025-01-10 $152.42
2024 Q3 REDUCED — — — 759,100 -35,000 -4.4% 14.18% $129.3M 2024-10-02 $164.67
2024 Q2 REDUCED 5.4% +21.0% ❌ 794,100 -45,000 -5.4% 13.49% $112.1M 2024-07-19 $136.05
2024 Q1 UNCHANGED — — — 839,100 — 0% 13.60% $105.4M 2024-04-12 $118.58
2023 Q4 ADDED — — — 839,100 +35,000 +4.4% 11.94% $88.4M 2024-01-26 $111.89
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

M37 Management LP 17.59% ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 10.35% Crabel Capital Management, LLC 3Y 7Y 9.82% Situational Awareness LP 7.84% Situational Awareness Partners LP 7.84% Alden Global Capital LLC 3Y 7Y 7.59% BLKBRD Asset Management, LP 7.13% Fairbanks Capital Management, Inc. 3Y 7Y 7.09%

FAQ About CALEDONIA INVESTMENTS PLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CALEDONIA INVESTMENTS PLC reported owning ORCL?

CALEDONIA INVESTMENTS PLC reported ORCL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ORCL position in CALEDONIA INVESTMENTS PLC's portfolio?

The largest reported portfolio weight for ORCL was 14.18% in 2024 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2026 Q1, when CALEDONIA INVESTMENTS PLC reported 373,100 shares, equal to 6.41% of portfolio, with an estimated market value of $54.9M.

What does the chart on this ORCL ownership page compare?

The chart compares CALEDONIA INVESTMENTS PLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CALEDONIA INVESTMENTS PLC time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, CALEDONIA INVESTMENTS PLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on ORCL relative to SPY over the holding period was +2.1%.

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