MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q3 2026 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2026-10-27

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q3 2026 (← Previous)

Filing Date: Oct 27, 2026

Total Value: $1.218B (100.0% shares, 0.0% debt)

Holdings (20)

Increased Positions (1)

MLM MARTIN MARIETTA MATLS INC 6.1%

Value $74.36M (-7.2%) Shares 154,986 (+11.5%) Share Price $479.81 Est. Cost/Share $358.86 Unrealized @ Report Date +33.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MLM	MARTIN MARIETTA MATLS INC	154,986 (+11.5%)	$74.36M (-7.2%)	6.1%	$479.81	$358.86	+33.7%	COM	573284106

Decreased Positions (17)

PGR PROGRESSIVE CORP 12.4%

Value $151M (-14.4%) Shares 727,928 (-9.8%) Share Price $207.31 Est. Cost/Share $18.00 Unrealized @ Report Date +1051.5%

BN BROOKFIELD CORP 6.5%

Value $78.62M (-24.3%) Shares 2,156,407 (-11.5%) Share Price $36.46 Est. Cost/Share $29.09 Unrealized @ Report Date +25.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.2%

Value $124M (-12.1%) Shares 248,492 (-11.7%) Share Price $497.95 Est. Cost/Share $209.72 Unrealized @ Report Date +137.4%

GOOGL ALPHABET INC 5.7%

Value $69.76M (-14.8%) Shares 202,749 (-11.5%) Share Price $344.08 Est. Cost/Share $107.89 Unrealized @ Report Date +218.9%

REGN REGENERON PHARMACEUTICALS 10.7%

Value $131M (+8.8%) Shares 172,649 (-10.6%) Share Price $758.27 Est. Cost/Share $487.76 Unrealized @ Report Date +55.5%

NFLX NETFLIX INC. 5.3%

Value $64.88M (-13.2%) Shares 932,397 (-10.9%) Share Price $69.58 Est. Cost/Share $99.05 Unrealized @ Report Date -29.8%

JPM JPMORGAN CHASE & CO 5.9%

Value $71.89M (-11.4%) Shares 217,302 (-12.3%) Share Price $330.83 Est. Cost/Share $133.19 Unrealized @ Report Date +148.4%

WFC WELLS FARGO & CO 3.5%

Value $43.12M (-17.3%) Shares 538,701 (-14.7%) Share Price $80.05 Est. Cost/Share $29.05 Unrealized @ Report Date +175.6%

ECL ECOLAB INC 5.3%

Value $64.16M (-12.2%) Shares 233,684 (-10.9%) Share Price $274.58 Est. Cost/Share $80.10 Unrealized @ Report Date +242.8%

AMZN AMAZON COM INC 8.3%

Value $102M (-7.8%) Shares 407,714 (-11.8%) Share Price $249.15 Est. Cost/Share $96.61 Unrealized @ Report Date +157.9%

CPRT COPART INC 4.0%

Value $49.09M (-13.9%) Shares 1,799,499 (-11.1%) Share Price $27.28 Est. Cost/Share $39.60 Unrealized @ Report Date -31.1%

PAYX PAYCHEX INC 5.6%

Value $68.6M (-9.7%) Shares 696,450 (-9.8%) Share Price $98.50 Est. Cost/Share $27.14 Unrealized @ Report Date +263.0%

NKE NIKE INC 1.9%

Value $23.3M (-22.8%) Shares 658,258 (-10.5%) Share Price $35.40 Est. Cost/Share $65.63 Unrealized @ Report Date -46.1%

UNP UNION PAC CORP 4.1%

Value $50.41M (-11.7%) Shares 185,244 (-11.7%) Share Price $272.13 Est. Cost/Share $119.01 Unrealized @ Report Date +128.7%

BAM BROOKFIELD ASSET MANAGMT LTD 0.8%

Value $9.497M (-16.5%) Shares 213,036 (-15.9%) Share Price $44.58 Est. Cost/Share $27.10 Unrealized @ Report Date +64.5%

FDS FACTSET RESH SYS INC 3.4%

Value $40.89M (+1.2%) Shares 151,480 (-13.7%) Share Price $269.95 Est. Cost/Share $331.81 Unrealized @ Report Date -18.6%

FAST FASTENAL CO 0.1%

Value $1.436M (-25.2%) Shares 29,000 (-27.5%) Share Price $49.53 Est. Cost/Share $17.22 Unrealized @ Report Date +187.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PGR	PROGRESSIVE CORP	727,928 (-9.8%)	$151M (-14.4%)	12.4%	$207.31	$18.00	+1051.5%	COM	743315103
BN	BROOKFIELD CORP	2,156,407 (-11.5%)	$78.62M (-24.3%)	6.5%	$36.46	$29.09	+25.3%	CL A LTD VT SH	11271J107
BRK/B	BERKSHIRE HATHAWAY INC DEL	248,492 (-11.7%)	$124M (-12.1%)	10.2%	$497.95	$209.72	+137.4%	CL B NEW	084670702
GOOGL	ALPHABET INC	202,749 (-11.5%)	$69.76M (-14.8%)	5.7%	$344.08	$107.89	+218.9%	CAP STK CL A	02079K305
REGN	REGENERON PHARMACEUTICALS	172,649 (-10.6%)	$131M (+8.8%)	10.7%	$758.27	$487.76	+55.5%	COM	75886F107
NFLX	NETFLIX INC.	932,397 (-10.9%)	$64.88M (-13.2%)	5.3%	$69.58	$99.05	-29.8%	COM	64110L106
JPM	JPMORGAN CHASE & CO	217,302 (-12.3%)	$71.89M (-11.4%)	5.9%	$330.83	$133.19	+148.4%	COM	46625H100
WFC	WELLS FARGO & CO	538,701 (-14.7%)	$43.12M (-17.3%)	3.5%	$80.05	$29.05	+175.6%	COM	949746101
ECL	ECOLAB INC	233,684 (-10.9%)	$64.16M (-12.2%)	5.3%	$274.58	$80.10	+242.8%	COM	278865100
AMZN	AMAZON COM INC	407,714 (-11.8%)	$102M (-7.8%)	8.3%	$249.15	$96.61	+157.9%	COM	023135106
CPRT	COPART INC	1,799,499 (-11.1%)	$49.09M (-13.9%)	4.0%	$27.28	$39.60	-31.1%	COM	217204106
PAYX	PAYCHEX INC	696,450 (-9.8%)	$68.6M (-9.7%)	5.6%	$98.50	$27.14	+263.0%	COM	704326107
NKE	NIKE INC	658,258 (-10.5%)	$23.3M (-22.8%)	1.9%	$35.40	$65.63	-46.1%	CL B	654106103
UNP	UNION PAC CORP	185,244 (-11.7%)	$50.41M (-11.7%)	4.1%	$272.13	$119.01	+128.7%	COM	907818108
BAM	BROOKFIELD ASSET MANAGMT LTD	213,036 (-15.9%)	$9.497M (-16.5%)	0.8%	$44.58	$27.10	+64.5%	CL A LMT VTG SHS	113004105
FDS	FACTSET RESH SYS INC	151,480 (-13.7%)	$40.89M (+1.2%)	3.4%	$269.95	$331.81	-18.6%	COM	303075105
FAST	FASTENAL CO	29,000 (-27.5%)	$1.436M (-25.2%)	0.1%	$49.53	$17.22	+187.7%	COM	311900104

Unchanged Positions (2)

GOOG ALPHABET INC 0.1%

Value $724K Shares 2,125 Share Price $340.74 Est. Cost/Share $111.15 Unrealized @ Report Date +206.5%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $238K Shares 1,145 Share Price $208.02 Est. Cost/Share $170.84 Unrealized @ Report Date +21.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
GOOG	ALPHABET INC	2,125	$724K	0.1%	$340.74	$111.15	+206.5%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,145	$238K	0.0%	$208.02	$170.84	+21.8%	S&P500 EQL WGT	46137V357