MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q3 2025 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2025-11-10

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value: $1.609B (100.0% shares, 0.0% debt)

Holdings (21)

PGR PROGRESSIVE CORP 14.0%

Value $225M Shares 912,857 Est. Cost $18.00 Unrealized +1187.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%

Value $161M Shares 319,397 Est. Cost $209.72 Unrealized +131.0%

NFLX NETFLIX INC 8.3%

Value $133M Shares 111,052 Est. Cost $22.17 Unrealized +450.5%

BN BROOKFIELD CORP 8.0%

Value $129M Shares 1,879,927 Est. Cost $21.92 Unrealized +101.7%

REGN REGENERON PHARMACEUTICALS 7.5%

Value $120M Shares 213,331 Est. Cost $487.76 Unrealized +15.7%

AMZN AMAZON COM INC 7.3%

Value $117M Shares 531,264 Est. Cost $96.61 Unrealized +134.3%

PAYX PAYCHEX INC 6.8%

Value $109M Shares 857,899 Est. Cost $27.14 Unrealized +405.5%

MLM MARTIN MARIETTA MATLS INC 6.2%

Value $99.29M Shares 157,538 Est. Cost $338.50 Unrealized +75.7%

JPM JPMORGAN CHASE & CO. 5.6%

Value $89.69M Shares 284,347 Est. Cost $133.19 Unrealized +122.2%

ECL ECOLAB INC 5.3%

Value $84.61M Shares 308,963 Est. Cost $80.10 Unrealized +237.5%

GOOGL ALPHABET INC 4.0%

Value $64.93M Shares 267,090 Est. Cost $107.89 Unrealized +93.9%

WFC WELLS FARGO CO NEW 3.9%

Value $62.35M Shares 743,838 Est. Cost $29.05 Unrealized +177.0%

NKE NIKE INC 3.6%

Value $58.16M Shares 834,114 Est. Cost $65.63 Unrealized +12.4%

UNP UNION PAC CORP 3.6%

Value $57.41M Shares 242,877 Est. Cost $119.01 Unrealized +87.5%

FAST FASTENAL CO 2.8%

Value $44.82M Shares 913,854 Est. Cost $17.22 Unrealized +172.6%

FDS FACTSET RESH SYS INC 1.8%

Value $28.32M Shares 98,853 Est. Cost $379.72 Unrealized 0.0%

BAM BROOKFIELD ASSET MANAGMT LTD 1.3%

Value $20.36M Shares 357,653 Est. Cost $27.10 Unrealized +116.6%

ELV ELEVANCE HEALTH INC FORMERLY 0.2%

Value $3.105M Shares 9,608 Est. Cost $357.60 Unrealized -13.8%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.588M Shares 12,950 Est. Cost $33.05 Unrealized +257.9%

GOOG ALPHABET INC 0.0%

Value $609K Shares 2,500 Est. Cost $111.15 Unrealized +88.9%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $227K Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	912,857	$225M	14.0%	$18.00	+1187.0%	COM	743315103
BRK/B	BERKSHIRE HATHAWAY INC DEL	319,397	$161M	10.0%	$209.72	+131.0%	CL B NEW	084670702
NFLX	NETFLIX INC	111,052	$133M	8.3%	$22.17	+450.5%	COM	64110L106
BN	BROOKFIELD CORP	1,879,927	$129M	8.0%	$21.92	+101.7%	CL A LTD VT SH	11271J107
REGN	REGENERON PHARMACEUTICALS	213,331	$120M	7.5%	$487.76	+15.7%	COM	75886F107
AMZN	AMAZON COM INC	531,264	$117M	7.3%	$96.61	+134.3%	COM	023135106
PAYX	PAYCHEX INC	857,899	$109M	6.8%	$27.14	+405.5%	COM	704326107
MLM	MARTIN MARIETTA MATLS INC	157,538	$99.29M	6.2%	$338.50	+75.7%	COM	573284106
JPM	JPMORGAN CHASE & CO.	284,347	$89.69M	5.6%	$133.19	+122.2%	COM	46625H100
ECL	ECOLAB INC	308,963	$84.61M	5.3%	$80.10	+237.5%	COM	278865100
GOOGL	ALPHABET INC	267,090	$64.93M	4.0%	$107.89	+93.9%	CAP STK CL A	02079K305
WFC	WELLS FARGO CO NEW	743,838	$62.35M	3.9%	$29.05	+177.0%	COM	949746101
NKE	NIKE INC	834,114	$58.16M	3.6%	$65.63	+12.4%	CL B	654106103
UNP	UNION PAC CORP	242,877	$57.41M	3.6%	$119.01	+87.5%	COM	907818108
FAST	FASTENAL CO	913,854	$44.82M	2.8%	$17.22	+172.6%	COM	311900104
FDS	FACTSET RESH SYS INC	98,853	$28.32M	1.8%	$379.72	0.0%	COM	303075105
BAM	BROOKFIELD ASSET MANAGMT LTD	357,653	$20.36M	1.3%	$27.10	+116.6%	CL A LMT VTG SHS	113004105
ELV	ELEVANCE HEALTH INC FORMERLY	9,608	$3.105M	0.2%	$357.60	-13.8%	COM	036752103
EXPD	EXPEDITORS INTL WASH INC	12,950	$1.588M	0.1%	$33.05	+257.9%	COM	302130109
GOOG	ALPHABET INC	2,500	$609K	0.0%	$111.15	+88.9%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$227K	0.0%	$179.16	—	S&P500 EQL WGT	46137V357