MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 29, 2026

Total Value: $1.369B (100.0% shares, 0.0% debt)

Holdings (20)

PGR PROGRESSIVE CORP 12.9%
Value $176M Shares 806,728 Share Price $218.45 Est. Cost/Share $18.00 Unrealized @ Report Date +1113.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.3%
Value $141M Shares 281,317 Share Price $500.39 Est. Cost/Share $209.72 Unrealized @ Report Date +138.6%
REGN REGENERON PHARMACEUTICALS 8.8%
Value $120M Shares 193,038 Share Price $623.54 Est. Cost/Share $487.76 Unrealized @ Report Date +27.8%
AMZN AMAZON COM INC 8.0%
Value $110M Shares 462,374 Share Price $238.34 Est. Cost/Share $96.61 Unrealized @ Report Date +146.7%
BN BROOKFIELD CORP 7.6%
Value $104M Shares 2,437,749 Share Price $42.59 Est. Cost/Share $29.09 Unrealized @ Report Date +46.4%
GOOGL ALPHABET INC 6.0%
Value $81.88M Shares 229,111 Share Price $357.37 Est. Cost/Share $107.89 Unrealized @ Report Date +231.2%
JPM JPMORGAN CHASE & CO 5.9%
Value $81.12M Shares 247,821 Share Price $327.33 Est. Cost/Share $133.19 Unrealized @ Report Date +145.8%
MLM MARTIN MARIETTA MATLS INC 5.9%
Value $80.15M Shares 138,976 Share Price $576.70 Est. Cost/Share $338.50 Unrealized @ Report Date +70.4%
PAYX PAYCHEX INC 5.5%
Value $75.96M Shares 772,536 Share Price $98.33 Est. Cost/Share $27.14 Unrealized @ Report Date +262.3%
NFLX NETFLIX INC. 5.5%
Value $74.71M Shares 1,046,297 Share Price $71.40 Est. Cost/Share $99.05 Unrealized @ Report Date -27.9%
ECL ECOLAB INC 5.3%
Value $73.08M Shares 262,305 Share Price $278.61 Est. Cost/Share $80.10 Unrealized @ Report Date +247.8%
UNP UNION PAC CORP 4.2%
Value $57.07M Shares 209,822 Share Price $272.00 Est. Cost/Share $119.01 Unrealized @ Report Date +128.5%
CPRT COPART INC 4.2%
Value $57.05M Shares 2,023,689 Share Price $28.19 Est. Cost/Share $39.60 Unrealized @ Report Date -28.8%
WFC WELLS FARGO & CO 3.8%
Value $52.17M Shares 631,343 Share Price $82.64 Est. Cost/Share $29.05 Unrealized @ Report Date +184.5%
FDS FACTSET RESH SYS INC 2.9%
Value $40.39M Shares 175,541 Share Price $230.08 Est. Cost/Share $331.81 Unrealized @ Report Date -30.7%
NKE NIKE INC 2.2%
Value $30.18M Shares 735,186 Share Price $41.05 Est. Cost/Share $65.63 Unrealized @ Report Date -37.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.8%
Value $11.37M Shares 253,457 Share Price $44.85 Est. Cost/Share $27.10 Unrealized @ Report Date +65.5%
FAST FASTENAL CO 0.1%
Value $1.921M Shares 40,000 Share Price $48.03 Est. Cost/Share $17.22 Unrealized @ Report Date +179.0%
GOOG ALPHABET INC 0.1%
Value $751K Shares 2,125 Share Price $353.33 Est. Cost/Share $111.15 Unrealized @ Report Date +217.9%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $244K Shares 1,145 Share Price $212.77 Est. Cost/Share $170.84 Unrealized @ Report Date +24.5%