MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q4 2025 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2026-01-30

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $1.631B (100.0% shares, 0.0% debt)

Holdings (21)

PGR PROGRESSIVE CORP 12.3%

Value $201M Shares 883,700 Est. Cost $18.00 Unrealized +1079.5%

REGN REGENERON PHARMACEUTICALS 9.9%

Value $161M Shares 208,241 Est. Cost $487.76 Unrealized +39.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.5%

Value $155M Shares 308,030 Est. Cost $209.72 Unrealized +137.2%

BN BROOKFIELD CORP 7.6%

Value $124M Shares 2,699,130 Est. Cost $29.09 Unrealized +56.6%

AMZN AMAZON COM INC 7.2%

Value $118M Shares 511,720 Est. Cost $96.61 Unrealized +136.8%

NFLX NETFLIX INC 6.2%

Value $102M Shares 1,086,085 Est. Cost $99.05 Unrealized +8.8%

PAYX PAYCHEX INC 5.8%

Value $94.55M Shares 842,861 Est. Cost $27.14 Unrealized +329.4%

MLM MARTIN MARIETTA MATLS INC 5.8%

Value $94.42M Shares 151,638 Est. Cost $338.50 Unrealized +83.6%

JPM JPMORGAN CHASE & CO. 5.3%

Value $86.7M Shares 269,084 Est. Cost $133.19 Unrealized +132.4%

ECL ECOLAB INC 4.8%

Value $77.84M Shares 296,522 Est. Cost $80.10 Unrealized +231.7%

GOOGL ALPHABET INC 4.8%

Value $77.72M Shares 248,322 Est. Cost $107.89 Unrealized +164.7%

WFC WELLS FARGO CO NEW 4.0%

Value $65.21M Shares 699,682 Est. Cost $29.05 Unrealized +198.2%

CPRT COPART INC 3.6%

Value $58.09M Shares 1,483,799 Est. Cost $41.46 Unrealized 0.0%

FDS FACTSET RESH SYS INC 3.3%

Value $53.9M Shares 185,744 Est. Cost $333.08 Unrealized -15.9%

UNP UNION PAC CORP 3.3%

Value $53.84M Shares 232,749 Est. Cost $119.01 Unrealized +91.0%

NKE NIKE INC 3.2%

Value $51.76M Shares 812,401 Est. Cost $65.63 Unrealized -1.1%

FAST FASTENAL CO 2.2%

Value $35.37M Shares 881,440 Est. Cost $17.22 Unrealized +144.1%

BAM BROOKFIELD ASSET MANAGMT LTD 1.1%

Value $17.96M Shares 342,784 Est. Cost $27.10 Unrealized +97.3%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.691M Shares 11,350 Est. Cost $33.05 Unrealized +310.4%

GOOG ALPHABET INC 0.0%

Value $667K Shares 2,125 Est. Cost $111.15 Unrealized +157.6%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $229K Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	883,700	$201M	12.3%	$18.00	+1079.5%	COM	743315103
REGN	REGENERON PHARMACEUTICALS	208,241	$161M	9.9%	$487.76	+39.1%	COM	75886F107
BRK/B	BERKSHIRE HATHAWAY INC DEL	308,030	$155M	9.5%	$209.72	+137.2%	CL B NEW	084670702
BN	BROOKFIELD CORP	2,699,130	$124M	7.6%	$29.09	+56.6%	CL A LTD VT SH	11271J107
AMZN	AMAZON COM INC	511,720	$118M	7.2%	$96.61	+136.8%	COM	023135106
NFLX	NETFLIX INC	1,086,085	$102M	6.2%	$99.05	+8.8%	COM	64110L106
PAYX	PAYCHEX INC	842,861	$94.55M	5.8%	$27.14	+329.4%	COM	704326107
MLM	MARTIN MARIETTA MATLS INC	151,638	$94.42M	5.8%	$338.50	+83.6%	COM	573284106
JPM	JPMORGAN CHASE & CO.	269,084	$86.7M	5.3%	$133.19	+132.4%	COM	46625H100
ECL	ECOLAB INC	296,522	$77.84M	4.8%	$80.10	+231.7%	COM	278865100
GOOGL	ALPHABET INC	248,322	$77.72M	4.8%	$107.89	+164.7%	CAP STK CL A	02079K305
WFC	WELLS FARGO CO NEW	699,682	$65.21M	4.0%	$29.05	+198.2%	COM	949746101
CPRT	COPART INC	1,483,799	$58.09M	3.6%	$41.46	0.0%	COM	217204106
FDS	FACTSET RESH SYS INC	185,744	$53.9M	3.3%	$333.08	-15.9%	COM	303075105
UNP	UNION PAC CORP	232,749	$53.84M	3.3%	$119.01	+91.0%	COM	907818108
NKE	NIKE INC	812,401	$51.76M	3.2%	$65.63	-1.1%	CL B	654106103
FAST	FASTENAL CO	881,440	$35.37M	2.2%	$17.22	+144.1%	COM	311900104
BAM	BROOKFIELD ASSET MANAGMT LTD	342,784	$17.96M	1.1%	$27.10	+97.3%	CL A LMT VTG SHS	113004105
EXPD	EXPEDITORS INTL WASH INC	11,350	$1.691M	0.1%	$33.05	+310.4%	COM	302130109
GOOG	ALPHABET INC	2,125	$667K	0.0%	$111.15	+157.6%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$229K	0.0%	$179.16	—	S&P500 EQL WGT	46137V357