Filed: 2/7/2025ACC: 0001085146-25-000902
📋 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 $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.59B
Total AUM (reported)
9.62M
Total Shares
Allocation by class
COM$1.18B74.2%
CL B NEW$153.49M9.6%
CL A LTD VT SH$116.25M7.3%
CL B$67.13M4.2%
CAP STK CL A$51.81M3.3%
CL A LMT VTG SHS$20.99M1.3%
CAP STK CL C$476.1K0.0%
Portfolio Concentration
Top 3$552.77M34.7%
4–10$708.56M44.5%
11–25$330.68M20.8%
Top 3 weight
34.7%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 9.62M
Sole
Full voting authority
9.62M
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
SOLEShares1.03M
TypeSH
Market value$247.80M
15.57%
Sole
1.03M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares338.62K
TypeSH
Market value$153.49M
9.64%
Sole
338.62K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares169.95K
TypeSH
Market value$151.48M
9.52%
Sole
169.95K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares911.65K
TypeSH
Market value$127.83M
8.03%
Sole
911.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares568.82K
TypeSH
Market value$124.79M
7.84%
Sole
568.82K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares170.18K
TypeSH
Market value$121.22M
7.61%
Sole
170.18K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.02M
TypeSH
Market value$116.25M
7.30%
Sole
2.02M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares328.93K
TypeSH
Market value$77.07M
4.84%
Sole
328.93K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares1.03M
TypeSH
Market value$74.25M
4.66%
Sole
1.03M
Shared
0.00
None
0.00
NIKE INC
SOLEShares887.19K
TypeSH
Market value$67.13M
4.22%
Sole
887.19K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares822.74K
TypeSH
Market value$57.79M
3.63%
Sole
822.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares238.10K
TypeSH
Market value$57.07M
3.59%
Sole
238.10K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares100.92K
TypeSH
Market value$52.12M
3.27%
Sole
100.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares273.70K
TypeSH
Market value$51.81M
3.25%
Sole
273.70K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares127.26K
TypeSH
Market value$46.95M
2.95%
Sole
127.26K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares181.40K
TypeSH
Market value$41.37M
2.60%
Sole
181.40K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares387.26K
TypeSH
Market value$20.99M
1.32%
Sole
387.26K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares12.95K
TypeSH
Market value$1.43M
0.09%
Sole
12.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.50K
TypeSH
Market value$476.1K
0.03%
Sole
2.50K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares9.65K
TypeSH
Market value$461.5K
0.03%
Sole
9.65K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares1.20K
TypeSH
Market value$209.4K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 1.03M | SH | $247.80M 15.57% | 1.03M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 338.62K | SH | $153.49M 9.64% | 338.62K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 169.95K | SH | $151.48M 9.52% | 169.95K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 911.65K | SH | $127.83M 8.03% | 911.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 568.82K | SH | $124.79M 7.84% | 568.82K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 170.18K | SH | $121.22M 7.61% | 170.18K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.02M | SH | $116.25M 7.30% | 2.02M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 328.93K | SH | $77.07M 4.84% | 328.93K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 1.03M | SH | $74.25M 4.66% | 1.03M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 887.19K | SH | $67.13M 4.22% | 887.19K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 822.74K | SH | $57.79M 3.63% | 822.74K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 238.10K | SH | $57.07M 3.59% | 238.10K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 100.92K | SH | $52.12M 3.27% | 100.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 273.70K | SH | $51.81M 3.25% | 273.70K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 127.26K | SH | $46.95M 2.95% | 127.26K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 181.40K | SH | $41.37M 2.60% | 181.40K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 387.26K | SH | $20.99M 1.32% | 387.26K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 12.95K | SH | $1.43M 0.09% | 12.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.50K | SH | $476.1K 0.03% | 2.50K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 9.65K | SH | $461.5K 0.03% | 9.65K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.20K | SH | $209.4K 0.01% | 1.20K | 0.00 | 0.00 |