MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q3 2026 (← Previous)

Filing Date: Oct 27, 2026

Total Value: $1.218B (100.0% shares, 0.0% debt)

Holdings (20)

Increased Positions (1)

Decreased Positions (17)

PGR PROGRESSIVE CORP 12.4%
Value $151M (-14.4%) Shares 727,928 (-9.8%) Share Price $207.31 Est. Cost/Share $18.00 Unrealized @ Report Date +1051.5%
BN BROOKFIELD CORP 6.5%
Value $78.62M (-24.3%) Shares 2,156,407 (-11.5%) Share Price $36.46 Est. Cost/Share $29.09 Unrealized @ Report Date +25.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.2%
Value $124M (-12.1%) Shares 248,492 (-11.7%) Share Price $497.95 Est. Cost/Share $209.72 Unrealized @ Report Date +137.4%
GOOGL ALPHABET INC 5.7%
Value $69.76M (-14.8%) Shares 202,749 (-11.5%) Share Price $344.08 Est. Cost/Share $107.89 Unrealized @ Report Date +218.9%
REGN REGENERON PHARMACEUTICALS 10.7%
Value $131M (+8.8%) Shares 172,649 (-10.6%) Share Price $758.27 Est. Cost/Share $487.76 Unrealized @ Report Date +55.5%
NFLX NETFLIX INC. 5.3%
Value $64.88M (-13.2%) Shares 932,397 (-10.9%) Share Price $69.58 Est. Cost/Share $99.05 Unrealized @ Report Date -29.8%
JPM JPMORGAN CHASE & CO 5.9%
Value $71.89M (-11.4%) Shares 217,302 (-12.3%) Share Price $330.83 Est. Cost/Share $133.19 Unrealized @ Report Date +148.4%
WFC WELLS FARGO & CO 3.5%
Value $43.12M (-17.3%) Shares 538,701 (-14.7%) Share Price $80.05 Est. Cost/Share $29.05 Unrealized @ Report Date +175.6%
ECL ECOLAB INC 5.3%
Value $64.16M (-12.2%) Shares 233,684 (-10.9%) Share Price $274.58 Est. Cost/Share $80.10 Unrealized @ Report Date +242.8%
AMZN AMAZON COM INC 8.3%
Value $102M (-7.8%) Shares 407,714 (-11.8%) Share Price $249.15 Est. Cost/Share $96.61 Unrealized @ Report Date +157.9%
CPRT COPART INC 4.0%
Value $49.09M (-13.9%) Shares 1,799,499 (-11.1%) Share Price $27.28 Est. Cost/Share $39.60 Unrealized @ Report Date -31.1%
PAYX PAYCHEX INC 5.6%
Value $68.6M (-9.7%) Shares 696,450 (-9.8%) Share Price $98.50 Est. Cost/Share $27.14 Unrealized @ Report Date +263.0%
NKE NIKE INC 1.9%
Value $23.3M (-22.8%) Shares 658,258 (-10.5%) Share Price $35.40 Est. Cost/Share $65.63 Unrealized @ Report Date -46.1%
UNP UNION PAC CORP 4.1%
Value $50.41M (-11.7%) Shares 185,244 (-11.7%) Share Price $272.13 Est. Cost/Share $119.01 Unrealized @ Report Date +128.7%
BAM BROOKFIELD ASSET MANAGMT LTD 0.8%
Value $9.497M (-16.5%) Shares 213,036 (-15.9%) Share Price $44.58 Est. Cost/Share $27.10 Unrealized @ Report Date +64.5%
FDS FACTSET RESH SYS INC 3.4%
Value $40.89M (+1.2%) Shares 151,480 (-13.7%) Share Price $269.95 Est. Cost/Share $331.81 Unrealized @ Report Date -18.6%
FAST FASTENAL CO 0.1%
Value $1.436M (-25.2%) Shares 29,000 (-27.5%) Share Price $49.53 Est. Cost/Share $17.22 Unrealized @ Report Date +187.7%

Unchanged Positions (2)