MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

CIK: 0001033225 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value ($000): $1,593,264 (100.0% shares, 0.0% debt)

Holdings (20)

PGR PROGRESSIVE CORP 15.6%

Value ($000) $247,965 Shares 929,196 Est. Cost $18.00 Unrealized +1330.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%

Value ($000) $158,720 Shares 326,738 Est. Cost $209.72 Unrealized +142.2%

NFLX NETFLIX INC 9.5%

Value ($000) $152,147 Shares 113,616 Est. Cost $22.17 Unrealized +410.0%

PAYX PAYCHEX INC 8.0%

Value ($000) $127,200 Shares 874,466 Est. Cost $27.14 Unrealized +443.6%

BN BROOKFIELD CORP 7.5%

Value ($000) $120,057 Shares 1,941,092 Est. Cost $21.92 Unrealized +68.4%

AMZN AMAZON COM INC 7.5%

Value ($000) $119,641 Shares 545,335 Est. Cost $96.61 Unrealized +104.8%

REGN REGENERON PHARMACEUTICALS 7.2%

Value ($000) $114,474 Shares 218,045 Est. Cost $487.76 Unrealized +14.0%

MLM MARTIN MARIETTA MATLS INC 5.6%

Value ($000) $88,696 Shares 161,571 Est. Cost $338.50 Unrealized +55.6%

ECL ECOLAB INC 5.3%

Value ($000) $85,176 Shares 316,122 Est. Cost $80.10 Unrealized +215.0%

JPM JPMORGAN CHASE & CO. 5.3%

Value ($000) $83,980 Shares 289,677 Est. Cost $133.19 Unrealized +89.7%

NKE NIKE INC 3.8%

Value ($000) $61,154 Shares 860,840 Est. Cost $65.63 Unrealized -10.0%

WFC WELLS FARGO CO NEW 3.8%

Value ($000) $61,046 Shares 761,934 Est. Cost $29.05 Unrealized +144.9%

UNP UNION PAC CORP 3.6%

Value ($000) $56,601 Shares 246,004 Est. Cost $119.01 Unrealized +83.6%

GOOGL ALPHABET INC 3.0%

Value ($000) $48,263 Shares 273,866 Est. Cost $107.89 Unrealized +51.4%

FAST FASTENAL CO 2.5%

Value ($000) $40,236 Shares 958,004 Est. Cost $17.22 Unrealized +133.0%

BAM BROOKFIELD ASSET MANAGMT LTD 1.3%

Value ($000) $20,265 Shares 366,595 Est. Cost $27.10 Unrealized +94.0%

ELV ELEVANCE HEALTH INC 0.3%

Value ($000) $5,503 Shares 14,149 Est. Cost $357.60 Unrealized +10.9%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value ($000) $1,480 Shares 12,950 Est. Cost $33.05 Unrealized +235.4%

GOOG ALPHABET INC 0.0%

Value ($000) $443 Shares 2,500 Est. Cost $111.15 Unrealized +48.3%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value ($000) $217 Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	929,196	$247,965	15.6%	$18.00	+1330.5%	COM	743315103
BRK/B	BERKSHIRE HATHAWAY INC DEL	326,738	$158,720	10.0%	$209.72	+142.2%	CL B NEW	084670702
NFLX	NETFLIX INC	113,616	$152,147	9.5%	$22.17	+410.0%	COM	64110L106
PAYX	PAYCHEX INC	874,466	$127,200	8.0%	$27.14	+443.6%	COM	704326107
BN	BROOKFIELD CORP	1,941,092	$120,057	7.5%	$21.92	+68.4%	CL A LTD VT SH	11271J107
AMZN	AMAZON COM INC	545,335	$119,641	7.5%	$96.61	+104.8%	COM	023135106
REGN	REGENERON PHARMACEUTICALS	218,045	$114,474	7.2%	$487.76	+14.0%	COM	75886F107
MLM	MARTIN MARIETTA MATLS INC	161,571	$88,696	5.6%	$338.50	+55.6%	COM	573284106
ECL	ECOLAB INC	316,122	$85,176	5.3%	$80.10	+215.0%	COM	278865100
JPM	JPMORGAN CHASE & CO.	289,677	$83,980	5.3%	$133.19	+89.7%	COM	46625H100
NKE	NIKE INC	860,840	$61,154	3.8%	$65.63	-10.0%	CL B	654106103
WFC	WELLS FARGO CO NEW	761,934	$61,046	3.8%	$29.05	+144.9%	COM	949746101
UNP	UNION PAC CORP	246,004	$56,601	3.6%	$119.01	+83.6%	COM	907818108
GOOGL	ALPHABET INC	273,866	$48,263	3.0%	$107.89	+51.4%	CAP STK CL A	02079K305
FAST	FASTENAL CO	958,004	$40,236	2.5%	$17.22	+133.0%	COM	311900104
BAM	BROOKFIELD ASSET MANAGMT LTD	366,595	$20,265	1.3%	$27.10	+94.0%	CL A LMT VTG SHS	113004105
ELV	ELEVANCE HEALTH INC	14,149	$5,503	0.3%	$357.60	+10.9%	COM	036752103
EXPD	EXPEDITORS INTL WASH INC	12,950	$1,480	0.1%	$33.05	+235.4%	COM	302130109
GOOG	ALPHABET INC	2,500	$443	0.0%	$111.15	+48.3%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$217	0.0%	$179.16	—	S&P500 EQL WGT	46137V357