Filed: 7/11/2023ACC: 0001085146-23-002630
📋 What this filing means
MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.31B
Total AUM (reported)
12.56M
Total Shares
Allocation by class
COM$1.31B100.0%
Portfolio Concentration
Top 3$447.47M34.1%
4–10$545.01M41.5%
11–25$319.99M24.4%
Top 3 weight
34.1%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 12.56M
Sole
Full voting authority
12.56M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
PROGRESSIVE CORP.
SOLEShares1.41M
TypeSH
Market value$201.97M
15.39%
Sole
1.41M
Shared
0.00
None
0.00
REGENERON PHARMA
SOLEShares152.46K
TypeSH
Market value$125.28M
9.54%
Sole
152.46K
Shared
0.00
None
0.00
BERKSHIRE HATH INC B
SOLEShares389.39K
TypeSH
Market value$120.23M
9.16%
Sole
389.39K
Shared
0.00
None
0.00
PAYCHEX INC.
SOLEShares1.02M
TypeSH
Market value$116.43M
8.87%
Sole
1.02M
Shared
0.00
None
0.00
NETFLIX
SOLEShares242.90K
TypeSH
Market value$83.92M
6.39%
Sole
242.90K
Shared
0.00
None
0.00
FASTENAL CO.
SOLEShares1.47M
TypeSH
Market value$79.39M
6.05%
Sole
1.47M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.24M
TypeSH
Market value$72.91M
5.56%
Sole
2.24M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC.
SOLEShares144.36K
TypeSH
Market value$66.38M
5.06%
Sole
144.36K
Shared
0.00
None
0.00
AMAZON.COM
SOLEShares640.04K
TypeSH
Market value$66.11M
5.04%
Sole
640.04K
Shared
0.00
None
0.00
ECOLAB INC.
SOLEShares361.70K
TypeSH
Market value$59.87M
4.56%
Sole
361.70K
Shared
0.00
None
0.00
COMCAST CORP CLASS A
SOLEShares1.51M
TypeSH
Market value$57.32M
4.37%
Sole
1.51M
Shared
0.00
None
0.00
NIKE INC. CLASS B
SOLEShares444.34K
TypeSH
Market value$54.49M
4.15%
Sole
444.34K
Shared
0.00
None
0.00
WELLS FARGO INC.
SOLEShares1.16M
TypeSH
Market value$43.38M
3.31%
Sole
1.16M
Shared
0.00
None
0.00
UNION PACIFIC
SOLEShares200.91K
TypeSH
Market value$40.43M
3.08%
Sole
200.91K
Shared
0.00
None
0.00
MARTIN MARIETTA
SOLEShares113.30K
TypeSH
Market value$40.23M
3.07%
Sole
113.30K
Shared
0.00
None
0.00
JP MORGAN
SOLEShares260.60K
TypeSH
Market value$33.96M
2.59%
Sole
260.60K
Shared
0.00
None
0.00
ALPHABET INC. CLASS A
SOLEShares308.11K
TypeSH
Market value$31.96M
2.44%
Sole
308.11K
Shared
0.00
None
0.00
BROOKFIELD ASSET MGT.
SOLEShares426.44K
TypeSH
Market value$13.95M
1.06%
Sole
426.44K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH
SOLEShares23.09K
TypeSH
Market value$2.54M
0.19%
Sole
23.09K
Shared
0.00
None
0.00
ARGO GROUP
SOLEShares19.75K
TypeSH
Market value$578.5K
0.04%
Sole
19.75K
Shared
0.00
None
0.00
MAXAR TECHNOLOGIES
SOLEShares9.75K
TypeSH
Market value$497.8K
0.04%
Sole
9.75K
Shared
0.00
None
0.00
US BANCORP
SOLEShares9.65K
TypeSH
Market value$347.8K
0.03%
Sole
9.65K
Shared
0.00
None
0.00
ALPHABET INC. CLASS C
SOLEShares2.77K
TypeSH
Market value$288.6K
0.02%
Sole
2.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORP.SOLE | COM | 1.41M | SH | $201.97M 15.39% | 1.41M | 0.00 | 0.00 |
REGENERON PHARMASOLE | COM | 152.46K | SH | $125.28M 9.54% | 152.46K | 0.00 | 0.00 |
BERKSHIRE HATH INC BSOLE | COM | 389.39K | SH | $120.23M 9.16% | 389.39K | 0.00 | 0.00 |
PAYCHEX INC.SOLE | COM | 1.02M | SH | $116.43M 8.87% | 1.02M | 0.00 | 0.00 |
NETFLIXSOLE | COM | 242.90K | SH | $83.92M 6.39% | 242.90K | 0.00 | 0.00 |
FASTENAL CO.SOLE | COM | 1.47M | SH | $79.39M 6.05% | 1.47M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | COM | 2.24M | SH | $72.91M 5.56% | 2.24M | 0.00 | 0.00 |
ELEVANCE HEALTH INC.SOLE | COM | 144.36K | SH | $66.38M 5.06% | 144.36K | 0.00 | 0.00 |
AMAZON.COMSOLE | COM | 640.04K | SH | $66.11M 5.04% | 640.04K | 0.00 | 0.00 |
ECOLAB INC.SOLE | COM | 361.70K | SH | $59.87M 4.56% | 361.70K | 0.00 | 0.00 |
COMCAST CORP CLASS ASOLE | COM | 1.51M | SH | $57.32M 4.37% | 1.51M | 0.00 | 0.00 |
NIKE INC. CLASS BSOLE | COM | 444.34K | SH | $54.49M 4.15% | 444.34K | 0.00 | 0.00 |
WELLS FARGO INC.SOLE | COM | 1.16M | SH | $43.38M 3.31% | 1.16M | 0.00 | 0.00 |
UNION PACIFICSOLE | COM | 200.91K | SH | $40.43M 3.08% | 200.91K | 0.00 | 0.00 |
MARTIN MARIETTASOLE | COM | 113.30K | SH | $40.23M 3.07% | 113.30K | 0.00 | 0.00 |
JP MORGANSOLE | COM | 260.60K | SH | $33.96M 2.59% | 260.60K | 0.00 | 0.00 |
ALPHABET INC. CLASS ASOLE | COM | 308.11K | SH | $31.96M 2.44% | 308.11K | 0.00 | 0.00 |
BROOKFIELD ASSET MGT.SOLE | COM | 426.44K | SH | $13.95M 1.06% | 426.44K | 0.00 | 0.00 |
EXPEDITORS INTL WASHSOLE | COM | 23.09K | SH | $2.54M 0.19% | 23.09K | 0.00 | 0.00 |
ARGO GROUPSOLE | COM | 19.75K | SH | $578.5K 0.04% | 19.75K | 0.00 | 0.00 |
MAXAR TECHNOLOGIESSOLE | COM | 9.75K | SH | $497.8K 0.04% | 9.75K | 0.00 | 0.00 |
US BANCORPSOLE | COM | 9.65K | SH | $347.8K 0.03% | 9.65K | 0.00 | 0.00 |
ALPHABET INC. CLASS CSOLE | COM | 2.77K | SH | $288.6K 0.02% | 2.77K | 0.00 | 0.00 |