MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q4 2024 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2025-02-07

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value: $1.592B (100.0% shares, 0.0% debt)

Holdings (21)

PGR PROGRESSIVE CORP 15.6%

Value $248M Shares 1,034,182 Est. Cost $18.00 Unrealized +1188.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.6%

Value $153M Shares 338,617 Est. Cost $209.72 Unrealized +120.2%

NFLX NETFLIX INC 9.5%

Value $151M Shares 169,952 Est. Cost $22.17 Unrealized +271.3%

PAYX PAYCHEX INC 8.0%

Value $128M Shares 911,646 Est. Cost $27.14 Unrealized +406.0%

AMZN AMAZON COM INC 7.8%

Value $125M Shares 568,823 Est. Cost $96.61 Unrealized +111.8%

REGN REGENERON PHARMACEUTICALS 7.6%

Value $121M Shares 170,180 Est. Cost $448.48 Unrealized +86.1%

BN BROOKFIELD CORP 7.3%

Value $116M Shares 2,023,560 Est. Cost $21.92 Unrealized +70.7%

ECL ECOLAB INC 4.8%

Value $77.07M Shares 328,929 Est. Cost $80.10 Unrealized +206.5%

FAST FASTENAL CO 4.7%

Value $74.25M Shares 1,032,520 Est. Cost $11.04 Unrealized +245.5%

NKE NIKE INC 4.2%

Value $67.13M Shares 887,191 Est. Cost $65.63 Unrealized +16.5%

WFC WELLS FARGO CO NEW 3.6%

Value $57.79M Shares 822,738 Est. Cost $29.05 Unrealized +129.5%

JPM JPMORGAN CHASE & CO. 3.6%

Value $57.07M Shares 238,100 Est. Cost $107.17 Unrealized +112.8%

MLM MARTIN MARIETTA MATLS INC 3.3%

Value $52.12M Shares 100,917 Est. Cost $229.61 Unrealized +145.5%

GOOGL ALPHABET INC 3.3%

Value $51.81M Shares 273,702 Est. Cost $107.89 Unrealized +61.4%

ELV ELEVANCE HEALTH INC 2.9%

Value $46.95M Shares 127,259 Est. Cost $357.60 Unrealized +14.4%

UNP UNION PAC CORP 2.6%

Value $41.37M Shares 181,400 Est. Cost $79.31 Unrealized +190.3%

BAM BROOKFIELD ASSET MANAGMT LTD 1.3%

Value $20.99M Shares 387,262 Est. Cost $27.10 Unrealized +92.3%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.434M Shares 12,950 Est. Cost $33.05 Unrealized +255.2%

GOOG ALPHABET INC 0.0%

Value $476K Shares 2,500 Est. Cost $111.15 Unrealized +58.0%

USB US BANCORP DEL 0.0%

Value $462K Shares 9,649 Est. Cost $22.41 Unrealized +108.1%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $209K Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	1,034,182	$248M	15.6%	$18.00	+1188.5%	COM	743315103
BRK/B	BERKSHIRE HATHAWAY INC DEL	338,617	$153M	9.6%	$209.72	+120.2%	CL B NEW	084670702
NFLX	NETFLIX INC	169,952	$151M	9.5%	$22.17	+271.3%	COM	64110L106
PAYX	PAYCHEX INC	911,646	$128M	8.0%	$27.14	+406.0%	COM	704326107
AMZN	AMAZON COM INC	568,823	$125M	7.8%	$96.61	+111.8%	COM	023135106
REGN	REGENERON PHARMACEUTICALS	170,180	$121M	7.6%	$448.48	+86.1%	COM	75886F107
BN	BROOKFIELD CORP	2,023,560	$116M	7.3%	$21.92	+70.7%	CL A LTD VT SH	11271J107
ECL	ECOLAB INC	328,929	$77.07M	4.8%	$80.10	+206.5%	COM	278865100
FAST	FASTENAL CO	1,032,520	$74.25M	4.7%	$11.04	+245.5%	COM	311900104
NKE	NIKE INC	887,191	$67.13M	4.2%	$65.63	+16.5%	CL B	654106103
WFC	WELLS FARGO CO NEW	822,738	$57.79M	3.6%	$29.05	+129.5%	COM	949746101
JPM	JPMORGAN CHASE & CO.	238,100	$57.07M	3.6%	$107.17	+112.8%	COM	46625H100
MLM	MARTIN MARIETTA MATLS INC	100,917	$52.12M	3.3%	$229.61	+145.5%	COM	573284106
GOOGL	ALPHABET INC	273,702	$51.81M	3.3%	$107.89	+61.4%	CAP STK CL A	02079K305
ELV	ELEVANCE HEALTH INC	127,259	$46.95M	2.9%	$357.60	+14.4%	COM	036752103
UNP	UNION PAC CORP	181,400	$41.37M	2.6%	$79.31	+190.3%	COM	907818108
BAM	BROOKFIELD ASSET MANAGMT LTD	387,262	$20.99M	1.3%	$27.10	+92.3%	CL A LMT VTG SHS	113004105
EXPD	EXPEDITORS INTL WASH INC	12,950	$1.434M	0.1%	$33.05	+255.2%	COM	302130109
GOOG	ALPHABET INC	2,500	$476K	0.0%	$111.15	+58.0%	CAP STK CL C	02079K107
USB	US BANCORP DEL	9,649	$462K	0.0%	$22.41	+108.1%	COM NEW	902973304
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$209K	0.0%	$179.16	—	S&P500 EQL WGT	46137V357