Filed: 10/27/2023ACC: 0001085146-23-003966
📋 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 $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.28B
Total AUM (reported)
11.43M
Total Shares
Allocation by class
COM$938.20M73.2%
CL B NEW$130.41M10.2%
CL A LTD VT SH$68.05M5.3%
CL A$50.80M4.0%
CL B$41.07M3.2%
CAP STK CL A$38.51M3.0%
CL A LMT VTG SHS$13.75M1.1%
Portfolio Concentration
Top 3$442.46M34.5%
4–10$529.14M41.3%
11–25$309.86M24.2%
Top 3 weight
34.5%
Top 10 weight
75.8%
Voting Authority Distribution
Total shares with voting rights: 11.43M
Sole
Full voting authority
11.43M
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
SOLEShares1.38M
TypeSH
Market value$191.81M
14.97%
Sole
1.38M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares372.27K
TypeSH
Market value$130.41M
10.18%
Sole
372.27K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares146.12K
TypeSH
Market value$120.25M
9.38%
Sole
146.12K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares977.70K
TypeSH
Market value$112.76M
8.80%
Sole
977.70K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares232.87K
TypeSH
Market value$87.93M
6.86%
Sole
232.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares612.73K
TypeSH
Market value$77.89M
6.08%
Sole
612.73K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.18M
TypeSH
Market value$68.05M
5.31%
Sole
2.18M
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares1.14M
TypeSH
Market value$62.27M
4.86%
Sole
1.14M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares139.20K
TypeSH
Market value$60.61M
4.73%
Sole
139.20K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares352.03K
TypeSH
Market value$59.63M
4.65%
Sole
352.03K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares1.15M
TypeSH
Market value$50.80M
3.96%
Sole
1.15M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares108.80K
TypeSH
Market value$44.66M
3.49%
Sole
108.80K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares1.02M
TypeSH
Market value$41.64M
3.25%
Sole
1.02M
Shared
0.00
None
0.00
NIKE INC
SOLEShares429.56K
TypeSH
Market value$41.07M
3.21%
Sole
429.56K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares191.74K
TypeSH
Market value$39.04M
3.05%
Sole
191.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares294.26K
TypeSH
Market value$38.51M
3.00%
Sole
294.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares253.46K
TypeSH
Market value$36.76M
2.87%
Sole
253.46K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares412.28K
TypeSH
Market value$13.75M
1.07%
Sole
412.28K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares20.07K
TypeSH
Market value$2.30M
0.18%
Sole
20.07K
Shared
0.00
None
0.00
ARGO GROUP INTL HLDGS LTD
SOLEShares21.93K
TypeSH
Market value$654.2K
0.05%
Sole
21.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.77K
TypeSH
Market value$365.9K
0.03%
Sole
2.77K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares9.65K
TypeSH
Market value$319.0K
0.02%
Sole
9.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 1.38M | SH | $191.81M 14.97% | 1.38M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 372.27K | SH | $130.41M 10.18% | 372.27K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 146.12K | SH | $120.25M 9.38% | 146.12K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 977.70K | SH | $112.76M 8.80% | 977.70K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 232.87K | SH | $87.93M 6.86% | 232.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 612.73K | SH | $77.89M 6.08% | 612.73K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.18M | SH | $68.05M 5.31% | 2.18M | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 1.14M | SH | $62.27M 4.86% | 1.14M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 139.20K | SH | $60.61M 4.73% | 139.20K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 352.03K | SH | $59.63M 4.65% | 352.03K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 1.15M | SH | $50.80M 3.96% | 1.15M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 108.80K | SH | $44.66M 3.49% | 108.80K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 1.02M | SH | $41.64M 3.25% | 1.02M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 429.56K | SH | $41.07M 3.21% | 429.56K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 191.74K | SH | $39.04M 3.05% | 191.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 294.26K | SH | $38.51M 3.00% | 294.26K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 253.46K | SH | $36.76M 2.87% | 253.46K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 412.28K | SH | $13.75M 1.07% | 412.28K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 20.07K | SH | $2.30M 0.18% | 20.07K | 0.00 | 0.00 |
ARGO GROUP INTL HLDGS LTDSOLE | COM | 21.93K | SH | $654.2K 0.05% | 21.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.77K | SH | $365.9K 0.03% | 2.77K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 9.65K | SH | $319.0K 0.02% | 9.65K | 0.00 | 0.00 |