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Caledonia Investments plc
Cayzer Hse, 30 Buckingham Gate
Phone: +44 2078028080p:+44 2078028080 LONDON, SW1E 6NN  United Kingdom Ticker: CLDNCLDN
Business Summary
Caledonia Investments plc is a self-managed investment trust company. The Company holds investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It aims to achieve long-term compounded real returns, exceeding inflation by 3%-6% over the medium to long term. The public companies are categorized into Capital and Income portfolios. Its private capital investments focus on established United Kingdom mid-market businesses. The funds are allocated through indirect investments in private equity funds based in Asia and the United States, providing access to diversified opportunities in global markets. It invests in a range of sectors, such as industrials, information technology, consumer discretionary, funds of funds, financials, healthcare, materials, consumer staples, communication services, and other sectors. It invests in various regions, such as the United Kingdom and Channel Islands, Asia, Europe, and North America.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/20253/31/2025Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board David C.Stewart 7/20/2017 3/17/2015
Chief Executive Officer, Executive Director Mathew S.Masters 50 7/27/2022 4/1/2022
Chief Financial Officer, Executive Director Robert W.Memmott 48 9/1/2023 9/1/2023
6 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Cooke Optics Ltd. Cooke Close, Thurmaston Leicester United Kingdom
AIR-Serv Netherlands BV Spuiweg 22D Waalwijk Netherlands
AIR-Serv Netherlands BV Spuiweg 22D Waalwijk Netherlands
Airvending Ltd Redgate Road Ashton-in-Makerfield United Kingdom

Business Names
Business Name
7IM Holdings
AIR-Serv Netherlands BV
Airvending Ltd
9 additional Business Names available in full report.

General Information
Number of Employees: 76 (As of 3/31/2025)
Outstanding Shares: 52,635,326 (As of 5/31/2025)
Shareholders: 14,000
Stock Exchange: LON
Fax Number: +44 2078028090


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Friday, June 27, 2025