Filed: 10/31/2024ACC: 0001085146-24-005270
📋 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)
9.78M
Total Shares
Allocation by class
COM$1.22B74.8%
CL B NEW$158.67M9.7%
CL A LTD VT SH$108.70M6.7%
CL B$77.57M4.8%
CAP STK CL A$45.75M2.8%
CL A LMT VTG SHS$18.56M1.1%
COM NEW$441.2K0.0%
Portfolio Concentration
Top 3$575.04M35.3%
4–10$719.54M44.2%
11–25$334.96M20.6%
Top 3 weight
35.3%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
9.78M
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 · 100.0% of voting shares
Institutional Holdings21
Rows:
PROGRESSIVE CORP
SOLEShares1.04M
TypeSH
Market value$264.81M
16.25%
Sole
1.04M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares344.74K
TypeSH
Market value$158.67M
9.74%
Sole
344.74K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares213.69K
TypeSH
Market value$151.56M
9.30%
Sole
213.69K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares136.45K
TypeSH
Market value$143.44M
8.80%
Sole
136.45K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares922.40K
TypeSH
Market value$123.78M
7.60%
Sole
922.40K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.05M
TypeSH
Market value$108.70M
6.67%
Sole
2.05M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares574.91K
TypeSH
Market value$107.12M
6.57%
Sole
574.91K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares332.94K
TypeSH
Market value$85.01M
5.22%
Sole
332.94K
Shared
0.00
None
0.00
NIKE INC
SOLEShares877.48K
TypeSH
Market value$77.57M
4.76%
Sole
877.48K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares1.03M
TypeSH
Market value$73.92M
4.54%
Sole
1.03M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares127.88K
TypeSH
Market value$66.50M
4.08%
Sole
127.88K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares101.11K
TypeSH
Market value$54.42M
3.34%
Sole
101.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares241.50K
TypeSH
Market value$50.92M
3.13%
Sole
241.50K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares900.31K
TypeSH
Market value$50.86M
3.12%
Sole
900.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares275.86K
TypeSH
Market value$45.75M
2.81%
Sole
275.86K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares183.26K
TypeSH
Market value$45.17M
2.77%
Sole
183.26K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares392.57K
TypeSH
Market value$18.56M
1.14%
Sole
392.57K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares12.95K
TypeSH
Market value$1.70M
0.10%
Sole
12.95K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares9.65K
TypeSH
Market value$441.2K
0.03%
Sole
9.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.50K
TypeSH
Market value$418.0K
0.03%
Sole
2.50K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares1.20K
TypeSH
Market value$214.1K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 1.04M | SH | $264.81M 16.25% | 1.04M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 344.74K | SH | $158.67M 9.74% | 344.74K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 213.69K | SH | $151.56M 9.30% | 213.69K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 136.45K | SH | $143.44M 8.80% | 136.45K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 922.40K | SH | $123.78M 7.60% | 922.40K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.05M | SH | $108.70M 6.67% | 2.05M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 574.91K | SH | $107.12M 6.57% | 574.91K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 332.94K | SH | $85.01M 5.22% | 332.94K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 877.48K | SH | $77.57M 4.76% | 877.48K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 1.03M | SH | $73.92M 4.54% | 1.03M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 127.88K | SH | $66.50M 4.08% | 127.88K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 101.11K | SH | $54.42M 3.34% | 101.11K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 241.50K | SH | $50.92M 3.13% | 241.50K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 900.31K | SH | $50.86M 3.12% | 900.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 275.86K | SH | $45.75M 2.81% | 275.86K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 183.26K | SH | $45.17M 2.77% | 183.26K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 392.57K | SH | $18.56M 1.14% | 392.57K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 12.95K | SH | $1.70M 0.10% | 12.95K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 9.65K | SH | $441.2K 0.03% | 9.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.50K | SH | $418.0K 0.03% | 2.50K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.20K | SH | $214.1K 0.01% | 1.20K | 0.00 | 0.00 |