ORCL — Oracle Corp

Ownership history in CALEDONIA INVESTMENTS PLC  ·  47 quarters on record

This page tracks every 13F SEC filing in which CALEDONIA INVESTMENTS PLC reported a position in Oracle Corp (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.21% (2021 Q3)
Avg. % of fund
11.68%
First filed
2014 Q2
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 373,100 -53,000 -12.4% 8.06% $72.7M $194.40
2025 Q3 REDUCED 426,100 -202,500 -32.2% 11.78% $119.8M $280.01
2025 Q2 REDUCED 628,600 -38,500 -5.8% 13.51% $137.4M $217.21
2025 Q1 UNCHANGED 667,100 — 0% 10.85% $93.3M $138.41
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ORCL price (monthly, adj. close)

Other funds also holding ORCL

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 48.54% ShankerValleau Wealth Advisors, Inc. 3Y 17.21% M37 Management LP 13.39% Broad Peak Investment Advisers Pte Ltd 12.13% Fairbanks Capital Management, Inc. 3Y 7Y 10.43% Deuterium Capital Management, LLC 3Y 10.18% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 9.45% Valliance Asset Management Ltd 3Y 9.32% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 8.24% Fulcrum Asset Management LLP 3Y 8.01%
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