MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

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 Share Price $246.95 * Est. Cost/Share $18.00 Unrealized @ Report Date +1189.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%
Value $161M Shares 319,397 Share Price $502.74 Est. Cost/Share $209.72 Unrealized @ Report Date +139.7%
NFLX NETFLIX INC 8.3%
Value $133M Shares 111,052 Share Price $1198.92 * Est. Cost/Share $22.17 Unrealized @ Report Date +440.8%
BN BROOKFIELD CORP 8.0%
Value $129M Shares 1,879,927 Share Price $68.58 * Est. Cost/Share $21.92 Unrealized @ Report Date +108.3%
REGN REGENERON PHARMACEUTICALS 7.5%
Value $120M Shares 213,331 Share Price $562.27 Est. Cost/Share $487.76 Unrealized @ Report Date +15.1%
AMZN AMAZON COM INC 7.3%
Value $117M Shares 531,264 Share Price $219.57 Est. Cost/Share $96.61 Unrealized @ Report Date +127.3%
PAYX PAYCHEX INC 6.8%
Value $109M Shares 857,899 Share Price $126.76 Est. Cost/Share $27.14 Unrealized @ Report Date +362.6%
MLM MARTIN MARIETTA MATLS INC 6.2%
Value $99.29M Shares 157,538 Share Price $630.28 Est. Cost/Share $338.50 Unrealized @ Report Date +85.9%
JPM JPMORGAN CHASE & CO. 5.6%
Value $89.69M Shares 284,347 Share Price $315.43 Est. Cost/Share $133.19 Unrealized @ Report Date +135.7%
ECL ECOLAB INC 5.3%
Value $84.61M Shares 308,963 Share Price $273.86 Est. Cost/Share $80.10 Unrealized @ Report Date +240.9%
GOOGL ALPHABET INC 4.0%
Value $64.93M Shares 267,090 Share Price $243.10 Est. Cost/Share $107.89 Unrealized @ Report Date +125.2%
WFC WELLS FARGO CO NEW 3.9%
Value $62.35M Shares 743,838 Share Price $83.82 Est. Cost/Share $29.05 Unrealized @ Report Date +187.1%
NKE NIKE INC 3.6%
Value $58.16M Shares 834,114 Share Price $69.73 Est. Cost/Share $65.63 Unrealized @ Report Date +5.6%
UNP UNION PAC CORP 3.6%
Value $57.41M Shares 242,877 Share Price $236.37 Est. Cost/Share $119.01 Unrealized @ Report Date +97.5%
FAST FASTENAL CO 2.8%
Value $44.82M Shares 913,854 Share Price $49.04 Est. Cost/Share $17.22 Unrealized @ Report Date +183.3%
FDS FACTSET RESH SYS INC 1.8%
Value $28.32M Shares 98,853 Share Price $286.49 Est. Cost/Share $379.72 Unrealized @ Report Date -24.9%
BAM BROOKFIELD ASSET MANAGMT LTD 1.3%
Value $20.36M Shares 357,653 Share Price $56.94 Est. Cost/Share $27.10 Unrealized @ Report Date +108.4%
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $3.105M Shares 9,608 Share Price $323.12 Est. Cost/Share $357.60 Unrealized @ Report Date -10.1%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $1.588M Shares 12,950 Share Price $122.59 Est. Cost/Share $33.05 Unrealized @ Report Date +268.9%
GOOG ALPHABET INC 0.0%
Value $609K Shares 2,500 Share Price $243.55 Est. Cost/Share $111.15 Unrealized @ Report Date +119.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $227K Shares 1,195 Share Price $189.70 Est. Cost/Share $170.84 Unrealized @ Report Date +11.0%