MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q1 2025 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2025-04-30

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 30, 2025

Total Value: $1.586B (100.0% shares, 0.0% debt)

Holdings (20)

PGR PROGRESSIVE CORP 17.0%

Value $269M Shares 952,035 Est. Cost $18.00 Unrealized +1262.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 11.2%

Value $178M Shares 334,121 Est. Cost $209.72 Unrealized +131.8%

PAYX PAYCHEX INC 8.7%

Value $139M Shares 899,476 Est. Cost $27.14 Unrealized +427.5%

REGN REGENERON PHARMACEUTICALS 7.9%

Value $125M Shares 196,773 Est. Cost $480.37 Unrealized +42.5%

NFLX NETFLIX INC 7.1%

Value $112M Shares 119,970 Est. Cost $22.17 Unrealized +329.0%

AMZN AMAZON COM INC 6.8%

Value $108M Shares 569,160 Est. Cost $96.61 Unrealized +124.6%

BN BROOKFIELD CORP 6.6%

Value $105M Shares 2,002,483 Est. Cost $21.92 Unrealized +71.5%

ECL ECOLAB INC 5.2%

Value $82.1M Shares 323,824 Est. Cost $80.10 Unrealized +211.6%

MLM MARTIN MARIETTA MATLS INC 5.0%

Value $79.77M Shares 166,845 Est. Cost $338.50 Unrealized +49.2%

FAST FASTENAL CO 3.7%

Value $58.51M Shares 754,442 Est. Cost $11.04 Unrealized +233.7%

JPM JPMORGAN CHASE & CO. 3.7%

Value $58.35M Shares 237,870 Est. Cost $107.17 Unrealized +134.1%

WFC WELLS FARGO CO NEW 3.6%

Value $56.64M Shares 789,017 Est. Cost $29.05 Unrealized +153.7%

NKE NIKE INC 3.5%

Value $55.46M Shares 873,722 Est. Cost $65.63 Unrealized +9.8%

ELV ELEVANCE HEALTH INC 3.5%

Value $55.01M Shares 126,461 Est. Cost $357.60 Unrealized +10.3%

GOOGL ALPHABET INC 2.7%

Value $42.16M Shares 272,662 Est. Cost $107.89 Unrealized +67.5%

UNP UNION PAC CORP 2.6%

Value $41.54M Shares 175,819 Est. Cost $79.31 Unrealized +197.0%

BAM BROOKFIELD ASSET MANAGMT LTD 1.2%

Value $18.35M Shares 378,798 Est. Cost $27.10 Unrealized +95.5%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.557M Shares 12,950 Est. Cost $33.05 Unrealized +244.0%

GOOG ALPHABET INC 0.0%

Value $391K Shares 2,500 Est. Cost $111.15 Unrealized +64.2%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $207K Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	952,035	$269M	17.0%	$18.00	+1262.5%	COM	743315103
BRK/B	BERKSHIRE HATHAWAY INC DEL	334,121	$178M	11.2%	$209.72	+131.8%	CL B NEW	084670702
PAYX	PAYCHEX INC	899,476	$139M	8.7%	$27.14	+427.5%	COM	704326107
REGN	REGENERON PHARMACEUTICALS	196,773	$125M	7.9%	$480.37	+42.5%	COM	75886F107
NFLX	NETFLIX INC	119,970	$112M	7.1%	$22.17	+329.0%	COM	64110L106
AMZN	AMAZON COM INC	569,160	$108M	6.8%	$96.61	+124.6%	COM	023135106
BN	BROOKFIELD CORP	2,002,483	$105M	6.6%	$21.92	+71.5%	CL A LTD VT SH	11271J107
ECL	ECOLAB INC	323,824	$82.1M	5.2%	$80.10	+211.6%	COM	278865100
MLM	MARTIN MARIETTA MATLS INC	166,845	$79.77M	5.0%	$338.50	+49.2%	COM	573284106
FAST	FASTENAL CO	754,442	$58.51M	3.7%	$11.04	+233.7%	COM	311900104
JPM	JPMORGAN CHASE & CO.	237,870	$58.35M	3.7%	$107.17	+134.1%	COM	46625H100
WFC	WELLS FARGO CO NEW	789,017	$56.64M	3.6%	$29.05	+153.7%	COM	949746101
NKE	NIKE INC	873,722	$55.46M	3.5%	$65.63	+9.8%	CL B	654106103
ELV	ELEVANCE HEALTH INC	126,461	$55.01M	3.5%	$357.60	+10.3%	COM	036752103
GOOGL	ALPHABET INC	272,662	$42.16M	2.7%	$107.89	+67.5%	CAP STK CL A	02079K305
UNP	UNION PAC CORP	175,819	$41.54M	2.6%	$79.31	+197.0%	COM	907818108
BAM	BROOKFIELD ASSET MANAGMT LTD	378,798	$18.35M	1.2%	$27.10	+95.5%	CL A LMT VTG SHS	113004105
EXPD	EXPEDITORS INTL WASH INC	12,950	$1.557M	0.1%	$33.05	+244.0%	COM	302130109
GOOG	ALPHABET INC	2,500	$391K	0.0%	$111.15	+64.2%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$207K	0.0%	$179.16	—	S&P500 EQL WGT	46137V357