MCDONALD CAPITAL INVESTORS INC/CA

PrivateCIK: 1033225
Location

ORINDA, CA

πŸ“‹ What this filing means

MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

21
Positions
$1.63B
Total AUM (reported)
12.16M
Total Shares

Allocation by class

TOTAL AUM$1.63B21 positions
COM$1.20B73.8%
CL B NEW$154.83M9.5%
CL A LTD VT SH$123.86M7.6%
CAP STK CL A$77.72M4.8%
CL B$51.76M3.2%
CL A LMT VTG SHS$17.96M1.1%
CAP STK CL C$666.8K0.0%

Portfolio Concentration

Top 331.7%4–1042.8%11–2525.5%TOP 1074.5%0%100%
Top 3$516.80M31.7%
4–10$697.33M42.8%
11–25$416.44M25.5%

Top 3 weight

31.7%

Top 10 weight

74.5%

Voting Authority Distribution

Total shares with voting rights: 12.16M

Sole

Full voting authority

12.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings21
Rows:

PROGRESSIVE CORP

SOLE
COM
Shares883.70K
TypeSH
Market value$201.24M
12.34%
Sole
883.70K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares208.24K
TypeSH
Market value$160.73M
9.86%
Sole
208.24K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares308.03K
TypeSH
Market value$154.83M
9.50%
Sole
308.03K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares2.70M
TypeSH
Market value$123.86M
7.60%
Sole
2.70M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares511.72K
TypeSH
Market value$118.12M
7.24%
Sole
511.72K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares1.09M
TypeSH
Market value$101.83M
6.25%
Sole
1.09M
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares842.86K
TypeSH
Market value$94.55M
5.80%
Sole
842.86K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares151.64K
TypeSH
Market value$94.42M
5.79%
Sole
151.64K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares269.08K
TypeSH
Market value$86.70M
5.32%
Sole
269.08K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
COM
Shares296.52K
TypeSH
Market value$77.84M
4.77%
Sole
296.52K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares248.32K
TypeSH
Market value$77.72M
4.77%
Sole
248.32K
Shared
0.00
None
0.00

WELLS FARGO CO NEW

SOLE
COM
Shares699.68K
TypeSH
Market value$65.21M
4.00%
Sole
699.68K
Shared
0.00
None
0.00

COPART INC

SOLE
COM
Shares1.48M
TypeSH
Market value$58.09M
3.56%
Sole
1.48M
Shared
0.00
None
0.00

FACTSET RESH SYS INC

SOLE
COM
Shares185.74K
TypeSH
Market value$53.90M
3.31%
Sole
185.74K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares232.75K
TypeSH
Market value$53.84M
3.30%
Sole
232.75K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares812.40K
TypeSH
Market value$51.76M
3.17%
Sole
812.40K
Shared
0.00
None
0.00

FASTENAL CO

SOLE
COM
Shares881.44K
TypeSH
Market value$35.37M
2.17%
Sole
881.44K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGMT LTD

SOLE
CL A LMT VTG SHS
Shares342.78K
TypeSH
Market value$17.96M
1.10%
Sole
342.78K
Shared
0.00
None
0.00

EXPEDITORS INTL WASH INC

SOLE
COM
Shares11.35K
TypeSH
Market value$1.69M
0.10%
Sole
11.35K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares2.13K
TypeSH
Market value$666.8K
0.04%
Sole
2.13K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares1.20K
TypeSH
Market value$228.9K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
MCDONALD CAPITAL INVESTORS INC/CA 13F Holdings β€” 21 Positions | Finecho