Filed: 1/30/2024ACC: 0001085146-24-000557
📋 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 $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.43B
Total AUM (reported)
11.28M
Total Shares
Allocation by class
COM$1.06B74.2%
CL B NEW$131.06M9.1%
CL A LTD VT SH$86.33M6.0%
CL A$49.29M3.4%
CL B$46.02M3.2%
CAP STK CL A$40.51M2.8%
CL A LMT VTG SHS$16.52M1.2%
Portfolio Concentration
Top 3$478.31M33.4%
4–10$608.66M42.4%
11–25$346.93M24.2%
Top 3 weight
33.4%
Top 10 weight
75.8%
Voting Authority Distribution
Total shares with voting rights: 11.28M
Sole
Full voting authority
11.28M
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
SOLEShares1.39M
TypeSH
Market value$221.19M
15.43%
Sole
1.39M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares367.46K
TypeSH
Market value$131.06M
9.14%
Sole
367.46K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares143.53K
TypeSH
Market value$126.06M
8.79%
Sole
143.53K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares967.23K
TypeSH
Market value$115.21M
8.03%
Sole
967.23K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares225.39K
TypeSH
Market value$109.74M
7.65%
Sole
225.39K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares599.11K
TypeSH
Market value$91.03M
6.35%
Sole
599.11K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.15M
TypeSH
Market value$86.33M
6.02%
Sole
2.15M
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares1.12M
TypeSH
Market value$72.39M
5.05%
Sole
1.12M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares350.91K
TypeSH
Market value$69.60M
4.85%
Sole
350.91K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares136.49K
TypeSH
Market value$64.36M
4.49%
Sole
136.49K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares106.85K
TypeSH
Market value$53.31M
3.72%
Sole
106.85K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares1.12M
TypeSH
Market value$49.29M
3.44%
Sole
1.12M
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares998.53K
TypeSH
Market value$49.15M
3.43%
Sole
998.53K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares188.06K
TypeSH
Market value$46.19M
3.22%
Sole
188.06K
Shared
0.00
None
0.00
NIKE INC
SOLEShares423.92K
TypeSH
Market value$46.02M
3.21%
Sole
423.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares250.39K
TypeSH
Market value$42.59M
2.97%
Sole
250.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares290.01K
TypeSH
Market value$40.51M
2.83%
Sole
290.01K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares411.19K
TypeSH
Market value$16.52M
1.15%
Sole
411.19K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares18.02K
TypeSH
Market value$2.29M
0.16%
Sole
18.02K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares9.65K
TypeSH
Market value$417.6K
0.03%
Sole
9.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.77K
TypeSH
Market value$391.1K
0.03%
Sole
2.77K
Shared
0.00
None
0.00
MIRATI THERAPEUTICS INC
SOLEShares4.25K
TypeSH
Market value$249.7K
0.02%
Sole
4.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 1.39M | SH | $221.19M 15.43% | 1.39M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 367.46K | SH | $131.06M 9.14% | 367.46K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 143.53K | SH | $126.06M 8.79% | 143.53K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 967.23K | SH | $115.21M 8.03% | 967.23K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 225.39K | SH | $109.74M 7.65% | 225.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 599.11K | SH | $91.03M 6.35% | 599.11K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.15M | SH | $86.33M 6.02% | 2.15M | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 1.12M | SH | $72.39M 5.05% | 1.12M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 350.91K | SH | $69.60M 4.85% | 350.91K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 136.49K | SH | $64.36M 4.49% | 136.49K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 106.85K | SH | $53.31M 3.72% | 106.85K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 1.12M | SH | $49.29M 3.44% | 1.12M | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 998.53K | SH | $49.15M 3.43% | 998.53K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 188.06K | SH | $46.19M 3.22% | 188.06K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 423.92K | SH | $46.02M 3.21% | 423.92K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 250.39K | SH | $42.59M 2.97% | 250.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 290.01K | SH | $40.51M 2.83% | 290.01K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 411.19K | SH | $16.52M 1.15% | 411.19K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 18.02K | SH | $2.29M 0.16% | 18.02K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 9.65K | SH | $417.6K 0.03% | 9.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.77K | SH | $391.1K 0.03% | 2.77K | 0.00 | 0.00 |
MIRATI THERAPEUTICS INCSOLE | COM | 4.25K | SH | $249.7K 0.02% | 4.25K | 0.00 | 0.00 |