MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

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 Share Price $283.01 * Est. Cost/Share $18.00 Unrealized @ Report Date +1376.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 11.2%
Value $178M Shares 334,121 Share Price $532.58 Est. Cost/Share $209.72 Unrealized @ Report Date +153.9%
PAYX PAYCHEX INC 8.7%
Value $139M Shares 899,476 Share Price $154.28 * Est. Cost/Share $27.14 Unrealized @ Report Date +454.8%
REGN REGENERON PHARMACEUTICALS 7.9%
Value $125M Shares 196,773 Share Price $634.23 Est. Cost/Share $480.37 Unrealized @ Report Date +31.5%
NFLX NETFLIX INC 7.1%
Value $112M Shares 119,970 Share Price $932.53 * Est. Cost/Share $22.17 Unrealized @ Report Date +320.6%
AMZN AMAZON COM INC 6.8%
Value $108M Shares 569,160 Share Price $190.26 Est. Cost/Share $96.61 Unrealized @ Report Date +96.9%
BN BROOKFIELD CORP 6.6%
Value $105M Shares 2,002,483 Share Price $52.41 * Est. Cost/Share $21.92 Unrealized @ Report Date +58.8%
ECL ECOLAB INC 5.2%
Value $82.1M Shares 323,824 Share Price $253.52 Est. Cost/Share $80.10 Unrealized @ Report Date +214.1%
MLM MARTIN MARIETTA MATLS INC 5.0%
Value $79.77M Shares 166,845 Share Price $478.13 Est. Cost/Share $338.50 Unrealized @ Report Date +40.7%
FAST FASTENAL CO 3.7%
Value $58.51M Shares 754,442 Share Price $77.55 * Est. Cost/Share $11.04 Unrealized @ Report Date +245.9%
JPM JPMORGAN CHASE & CO. 3.7%
Value $58.35M Shares 237,870 Share Price $245.30 Est. Cost/Share $107.17 Unrealized @ Report Date +125.3%
WFC WELLS FARGO CO NEW 3.6%
Value $56.64M Shares 789,017 Share Price $71.79 Est. Cost/Share $29.05 Unrealized @ Report Date +143.1%
NKE NIKE INC 3.5%
Value $55.46M Shares 873,722 Share Price $63.48 Est. Cost/Share $65.63 Unrealized @ Report Date -5.0%
ELV ELEVANCE HEALTH INC 3.5%
Value $55.01M Shares 126,461 Share Price $434.96 Est. Cost/Share $357.60 Unrealized @ Report Date +19.8%
GOOGL ALPHABET INC 2.7%
Value $42.16M Shares 272,662 Share Price $154.64 Est. Cost/Share $107.89 Unrealized @ Report Date +42.9%
UNP UNION PAC CORP 2.6%
Value $41.54M Shares 175,819 Share Price $236.24 Est. Cost/Share $79.31 Unrealized @ Report Date +192.5%
BAM BROOKFIELD ASSET MANAGMT LTD 1.2%
Value $18.35M Shares 378,798 Share Price $48.45 * Est. Cost/Share $27.10 Unrealized @ Report Date +74.6%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $1.557M Shares 12,950 Share Price $120.25 Est. Cost/Share $33.05 Unrealized @ Report Date +259.4%
GOOG ALPHABET INC 0.0%
Value $391K Shares 2,500 Share Price $156.23 Est. Cost/Share $111.15 Unrealized @ Report Date +40.2%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $207K Shares 1,195 Share Price $173.23 Est. Cost/Share $170.84 Unrealized @ Report Date +1.4%