Filed: 4/30/2025ACC: 0001085146-25-002491
📋 What this filing means
MCDONALD CAPITAL INVESTORS INC/CA filed this quarterly 13F‑HR report disclosing 20 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.
20
Positions
$1.59B
Total AUM (reported)
9.19M
Total Shares
Allocation by class
COM$1.19B74.8%
CL B NEW$177.95M11.2%
CL A LTD VT SH$104.95M6.6%
CL B$55.46M3.5%
CAP STK CL A$42.16M2.7%
CL A LMT VTG SHS$18.35M1.2%
CAP STK CL C$390.6K0.0%
Portfolio Concentration
Top 3$586.15M37.0%
4–10$670.29M42.3%
11–25$329.67M20.8%
Top 3 weight
37.0%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 9.19M
Sole
Full voting authority
9.19M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
PROGRESSIVE CORP
SOLEShares952.03K
TypeSH
Market value$269.44M
16.99%
Sole
952.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares334.12K
TypeSH
Market value$177.95M
11.22%
Sole
334.12K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares899.48K
TypeSH
Market value$138.77M
8.75%
Sole
899.48K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares196.77K
TypeSH
Market value$124.80M
7.87%
Sole
196.77K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares119.97K
TypeSH
Market value$111.88M
7.05%
Sole
119.97K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares569.16K
TypeSH
Market value$108.29M
6.83%
Sole
569.16K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2M
TypeSH
Market value$104.95M
6.62%
Sole
2M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares323.82K
TypeSH
Market value$82.10M
5.18%
Sole
323.82K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares166.84K
TypeSH
Market value$79.77M
5.03%
Sole
166.84K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares754.44K
TypeSH
Market value$58.51M
3.69%
Sole
754.44K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares237.87K
TypeSH
Market value$58.35M
3.68%
Sole
237.87K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares789.02K
TypeSH
Market value$56.64M
3.57%
Sole
789.02K
Shared
0.00
None
0.00
NIKE INC
SOLEShares873.72K
TypeSH
Market value$55.46M
3.50%
Sole
873.72K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares126.46K
TypeSH
Market value$55.01M
3.47%
Sole
126.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares272.66K
TypeSH
Market value$42.16M
2.66%
Sole
272.66K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares175.82K
TypeSH
Market value$41.54M
2.62%
Sole
175.82K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares378.80K
TypeSH
Market value$18.35M
1.16%
Sole
378.80K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC
SOLEShares12.95K
TypeSH
Market value$1.56M
0.10%
Sole
12.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.50K
TypeSH
Market value$390.6K
0.02%
Sole
2.50K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares1.20K
TypeSH
Market value$207.0K
0.01%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 952.03K | SH | $269.44M 16.99% | 952.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 334.12K | SH | $177.95M 11.22% | 334.12K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 899.48K | SH | $138.77M 8.75% | 899.48K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 196.77K | SH | $124.80M 7.87% | 196.77K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 119.97K | SH | $111.88M 7.05% | 119.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 569.16K | SH | $108.29M 6.83% | 569.16K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2M | SH | $104.95M 6.62% | 2M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 323.82K | SH | $82.10M 5.18% | 323.82K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 166.84K | SH | $79.77M 5.03% | 166.84K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 754.44K | SH | $58.51M 3.69% | 754.44K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 237.87K | SH | $58.35M 3.68% | 237.87K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 789.02K | SH | $56.64M 3.57% | 789.02K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 873.72K | SH | $55.46M 3.50% | 873.72K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 126.46K | SH | $55.01M 3.47% | 126.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 272.66K | SH | $42.16M 2.66% | 272.66K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 175.82K | SH | $41.54M 2.62% | 175.82K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 378.80K | SH | $18.35M 1.16% | 378.80K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INCSOLE | COM | 12.95K | SH | $1.56M 0.10% | 12.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.50K | SH | $390.6K 0.02% | 2.50K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.20K | SH | $207.0K 0.01% | 1.20K | 0.00 | 0.00 |