Filed: 11/4/2022ACC: 0001085146-22-003792
📋 What this filing means
MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.13M
Total AUM (reported)
11.57M
Total Shares
Allocation by class
COM$827.9K73.6%
CL B NEW$108.9K9.7%
CL A LTD VT SH$71.9K6.4%
CL A$46.3K4.1%
CL B$38.5K3.4%
CAP STK CL A$30.0K2.7%
CL A EXCH LT VTG$894.000.1%
Portfolio Concentration
Top 3$414.3K36.8%
4–10$483.5K43.0%
11–25$227.5K20.2%
Top 3 weight
36.8%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 11.57M
Sole
Full voting authority
11.57M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
PROGRESSIVE CORP
SOLEShares1.59M
TypeSH
Market value$185.2K
16.46%
Sole
1.59M
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares1.05M
TypeSH
Market value$118.2K
10.51%
Sole
1.05M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares160.97K
TypeSH
Market value$110.9K
9.85%
Sole
160.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares407.73K
TypeSH
Market value$108.9K
9.67%
Sole
407.73K
Shared
0.00
None
0.00
BROOKFIELD ASSET MGMT INC
SOLEShares1.76M
TypeSH
Market value$71.9K
6.39%
Sole
1.76M
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares1.55M
TypeSH
Market value$71.2K
6.32%
Sole
1.55M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares149.91K
TypeSH
Market value$68.1K
6.05%
Sole
149.91K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares255.95K
TypeSH
Market value$60.3K
5.35%
Sole
255.95K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares377.85K
TypeSH
Market value$54.6K
4.85%
Sole
377.85K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares1.21M
TypeSH
Market value$48.7K
4.33%
Sole
1.21M
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares1.58M
TypeSH
Market value$46.3K
4.11%
Sole
1.58M
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares208.63K
TypeSH
Market value$40.6K
3.61%
Sole
208.63K
Shared
0.00
None
0.00
NIKE INC
SOLEShares463.03K
TypeSH
Market value$38.5K
3.42%
Sole
463.03K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares119.08K
TypeSH
Market value$38.4K
3.41%
Sole
119.08K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares313.35K
TypeSH
Market value$30.0K
2.66%
Sole
313.35K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares270.78K
TypeSH
Market value$28.3K
2.51%
Sole
270.78K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares23.67K
TypeSH
Market value$2.1K
0.19%
Sole
23.67K
Shared
0.00
None
0.00
CHEMOCENTRYX INC
SOLEShares26.10K
TypeSH
Market value$1.3K
0.12%
Sole
26.10K
Shared
0.00
None
0.00
BROOKFIELD ASSET MGMT REINS
SOLEShares21.85K
TypeSH
Market value$894.00
0.08%
Sole
21.85K
Shared
0.00
None
0.00
NIELSEN HLDGS PLC
SOLEShares15.03K
TypeSH
Market value$416.00
0.04%
Sole
15.03K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares9.65K
TypeSH
Market value$389.00
0.03%
Sole
9.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.78K
TypeSH
Market value$363.00
0.03%
Sole
3.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 1.59M | SH | $185.2K 16.46% | 1.59M | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 1.05M | SH | $118.2K 10.51% | 1.05M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 160.97K | SH | $110.9K 9.85% | 160.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 407.73K | SH | $108.9K 9.67% | 407.73K | 0.00 | 0.00 |
BROOKFIELD ASSET MGMT INCSOLE | CL A LTD VT SH | 1.76M | SH | $71.9K 6.39% | 1.76M | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 1.55M | SH | $71.2K 6.32% | 1.55M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 149.91K | SH | $68.1K 6.05% | 149.91K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 255.95K | SH | $60.3K 5.35% | 255.95K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 377.85K | SH | $54.6K 4.85% | 377.85K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 1.21M | SH | $48.7K 4.33% | 1.21M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 1.58M | SH | $46.3K 4.11% | 1.58M | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 208.63K | SH | $40.6K 3.61% | 208.63K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 463.03K | SH | $38.5K 3.42% | 463.03K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 119.08K | SH | $38.4K 3.41% | 119.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 313.35K | SH | $30.0K 2.66% | 313.35K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 270.78K | SH | $28.3K 2.51% | 270.78K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 23.67K | SH | $2.1K 0.19% | 23.67K | 0.00 | 0.00 |
CHEMOCENTRYX INCSOLE | COM | 26.10K | SH | $1.3K 0.12% | 26.10K | 0.00 | 0.00 |
BROOKFIELD ASSET MGMT REINSSOLE | CL A EXCH LT VTG | 21.85K | SH | $894.00 0.08% | 21.85K | 0.00 | 0.00 |
NIELSEN HLDGS PLCSOLE | SHS EUR | 15.03K | SH | $416.00 0.04% | 15.03K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 9.65K | SH | $389.00 0.03% | 9.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.78K | SH | $363.00 0.03% | 3.78K | 0.00 | 0.00 |