MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value: $1.593B (100.0% shares, 0.0% debt)

Holdings (20)

PGR PROGRESSIVE CORP 15.6%
Value $248M Shares 929,196 Share Price $266.86 * Est. Cost/Share $18.00 Unrealized @ Report Date +1292.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%
Value $159M Shares 326,738 Share Price $485.77 Est. Cost/Share $209.72 Unrealized @ Report Date +131.6%
NFLX NETFLIX INC 9.5%
Value $152M Shares 113,616 Share Price $1339.13 * Est. Cost/Share $22.17 Unrealized @ Report Date +504.0%
PAYX PAYCHEX INC 8.0%
Value $127M Shares 874,466 Share Price $145.46 Est. Cost/Share $27.14 Unrealized @ Report Date +426.9%
BN BROOKFIELD CORP 7.5%
Value $120M Shares 1,941,092 Share Price $61.85 * Est. Cost/Share $21.92 Unrealized @ Report Date +87.6%
AMZN AMAZON COM INC 7.5%
Value $120M Shares 545,335 Share Price $219.39 Est. Cost/Share $96.61 Unrealized @ Report Date +127.1%
REGN REGENERON PHARMACEUTICALS 7.2%
Value $114M Shares 218,045 Share Price $525.00 Est. Cost/Share $487.76 Unrealized @ Report Date +7.3%
MLM MARTIN MARIETTA MATLS INC 5.6%
Value $88.7M Shares 161,571 Share Price $548.96 Est. Cost/Share $338.50 Unrealized @ Report Date +61.7%
ECL ECOLAB INC 5.3%
Value $85.18M Shares 316,122 Share Price $269.44 Est. Cost/Share $80.10 Unrealized @ Report Date +234.6%
JPM JPMORGAN CHASE & CO. 5.3%
Value $83.98M Shares 289,677 Share Price $289.91 Est. Cost/Share $133.19 Unrealized @ Report Date +115.6%
NKE NIKE INC 3.8%
Value $61.15M Shares 860,840 Share Price $71.04 Est. Cost/Share $65.63 Unrealized @ Report Date +7.0%
WFC WELLS FARGO CO NEW 3.8%
Value $61.05M Shares 761,934 Share Price $80.12 Est. Cost/Share $29.05 Unrealized @ Report Date +172.8%
UNP UNION PAC CORP 3.6%
Value $56.6M Shares 246,004 Share Price $230.08 Est. Cost/Share $119.01 Unrealized @ Report Date +91.0%
GOOGL ALPHABET INC 3.0%
Value $48.26M Shares 273,866 Share Price $176.23 Est. Cost/Share $107.89 Unrealized @ Report Date +63.1%
FAST FASTENAL CO 2.5%
Value $40.24M Shares 958,004 Share Price $42.00 Est. Cost/Share $17.22 Unrealized @ Report Date +141.5%
BAM BROOKFIELD ASSET MANAGMT LTD 1.3%
Value $20.27M Shares 366,595 Share Price $55.28 Est. Cost/Share $27.10 Unrealized @ Report Date +100.8%
ELV ELEVANCE HEALTH INC 0.3%
Value $5.503M Shares 14,149 Share Price $388.96 Est. Cost/Share $357.60 Unrealized @ Report Date +7.6%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $1.48M Shares 12,950 Share Price $114.25 Est. Cost/Share $33.05 Unrealized @ Report Date +243.8%
GOOG ALPHABET INC 0.0%
Value $443K Shares 2,500 Share Price $177.39 Est. Cost/Share $111.15 Unrealized @ Report Date +59.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $217K Shares 1,195 Share Price $181.74 Est. Cost/Share $170.84 Unrealized @ Report Date +6.4%