MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q2 2026 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2026-07-29

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 29, 2026

Total Value: $1.369B (100.0% shares, 0.0% debt)

Holdings (20)

Increased Positions (1)

CPRT COPART INC 4.2%

Value $57.05M (+0.6%) Shares 2,023,689 (+18.4%) Est. Cost $39.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CPRT	COPART INC	2,023,689 (+18.4%)	$57.05M (+0.6%)	4.2%	$39.14	—	COM	217204106

Exited Positions (1)

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.269M Shares 8,860 Est. Cost $33.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EXPD	EXPEDITORS INTL WASH INC	8,860	$1.269M	0.1%	$33.05	—	—	302130109

Decreased Positions (18)

REGN REGENERON PHARMACEUTICALS 8.8%

Value $120M (-24.3%) Shares 193,038 (-6.2%) Est. Cost $487.76 Unrealized —

NFLX NETFLIX INC. 5.5%

Value $74.71M (-28.4%) Shares 1,046,297 (-3.6%) Est. Cost $99.05 Unrealized —

NKE NIKE INC 2.2%

Value $30.18M (-28.8%) Shares 735,186 (-8.4%) Est. Cost $65.63 Unrealized —

GOOGL ALPHABET INC 6.0%

Value $81.88M (+15.7%) Shares 229,111 (-6.9%) Est. Cost $107.89 Unrealized —

MLM MARTIN MARIETTA MATLS INC 5.9%

Value $80.15M (-9.2%) Shares 138,976 (-7.3%) Est. Cost $338.50 Unrealized —

AMZN AMAZON COM INC 8.0%

Value $110M (+5.2%) Shares 462,374 (-8.1%) Est. Cost $96.61 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 10.3%

Value $141M (-3.3%) Shares 281,317 (-7.4%) Est. Cost $209.72 Unrealized —

ECL ECOLAB INC 5.3%

Value $73.08M (-6.0%) Shares 262,305 (-10.2%) Est. Cost $80.10 Unrealized —

BAM BROOKFIELD ASSET MANAGMT LTD 0.8%

Value $11.37M (-24.6%) Shares 253,457 (-25.2%) Est. Cost $27.10 Unrealized —

FAST FASTENAL CO 0.1%

Value $1.921M (-62.1%) Shares 40,000 (-63.4%) Est. Cost $17.22 Unrealized —

BN BROOKFIELD CORP 7.6%

Value $104M (-2.9%) Shares 2,437,749 (-7.8%) Est. Cost $29.09 Unrealized —

WFC WELLS FARGO & CO 3.8%

Value $52.17M (-5.1%) Shares 631,343 (-8.6%) Est. Cost $29.05 Unrealized —

JPM JPMORGAN CHASE & CO 5.9%

Value $81.12M (+2.8%) Shares 247,821 (-7.6%) Est. Cost $133.19 Unrealized —

PGR PROGRESSIVE CORP 12.9%

Value $176M (+0.9%) Shares 806,728 (-8.4%) Est. Cost $18.00 Unrealized —

PAYX PAYCHEX INC 5.5%

Value $75.96M (-1.7%) Shares 772,536 (-7.9%) Est. Cost $27.14 Unrealized —

UNP UNION PAC CORP 4.2%

Value $57.07M (+2.2%) Shares 209,822 (-8.9%) Est. Cost $119.01 Unrealized —

FDS FACTSET RESH SYS INC 2.9%

Value $40.39M (-1.1%) Shares 175,541 (-6.7%) Est. Cost $331.99 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $244K (+6.2%) Shares 1,145 (-4.2%) Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
REGN	REGENERON PHARMACEUTICALS	193,038 (-6.2%)	$120M (-24.3%)	8.8%	$487.76	—	COM	75886F107
NFLX	NETFLIX INC.	1,046,297 (-3.6%)	$74.71M (-28.4%)	5.5%	$99.05	—	COM	64110L106
NKE	NIKE INC	735,186 (-8.4%)	$30.18M (-28.8%)	2.2%	$65.63	—	CL B	654106103
GOOGL	ALPHABET INC	229,111 (-6.9%)	$81.88M (+15.7%)	6.0%	$107.89	—	CAP STK CL A	02079K305
MLM	MARTIN MARIETTA MATLS INC	138,976 (-7.3%)	$80.15M (-9.2%)	5.9%	$338.50	—	COM	573284106
AMZN	AMAZON COM INC	462,374 (-8.1%)	$110M (+5.2%)	8.0%	$96.61	—	COM	023135106
BRK/B	BERKSHIRE HATHAWAY INC DEL	281,317 (-7.4%)	$141M (-3.3%)	10.3%	$209.72	—	CL B NEW	084670702
ECL	ECOLAB INC	262,305 (-10.2%)	$73.08M (-6.0%)	5.3%	$80.10	—	COM	278865100
BAM	BROOKFIELD ASSET MANAGMT LTD	253,457 (-25.2%)	$11.37M (-24.6%)	0.8%	$27.10	—	CL A LMT VTG SHS	113004105
FAST	FASTENAL CO	40,000 (-63.4%)	$1.921M (-62.1%)	0.1%	$17.22	—	COM	311900104
BN	BROOKFIELD CORP	2,437,749 (-7.8%)	$104M (-2.9%)	7.6%	$29.09	—	CL A LTD VT SH	11271J107
WFC	WELLS FARGO & CO	631,343 (-8.6%)	$52.17M (-5.1%)	3.8%	$29.05	—	COM	949746101
JPM	JPMORGAN CHASE & CO	247,821 (-7.6%)	$81.12M (+2.8%)	5.9%	$133.19	—	COM	46625H100
PGR	PROGRESSIVE CORP	806,728 (-8.4%)	$176M (+0.9%)	12.9%	$18.00	—	COM	743315103
PAYX	PAYCHEX INC	772,536 (-7.9%)	$75.96M (-1.7%)	5.5%	$27.14	—	COM	704326107
UNP	UNION PAC CORP	209,822 (-8.9%)	$57.07M (+2.2%)	4.2%	$119.01	—	COM	907818108
FDS	FACTSET RESH SYS INC	175,541 (-6.7%)	$40.39M (-1.1%)	2.9%	$331.99	—	COM	303075105
RSP	INVESCO EXCHANGE TRADED FD T	1,145 (-4.2%)	$244K (+6.2%)	0.0%	$179.16	—	S&P500 EQL WGT	46137V357

Unchanged Positions (1)

GOOG ALPHABET INC 0.1%

Value $751K Shares 2,125 Est. Cost $111.15 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	2,125	$751K	0.1%	$111.15	—	CAP STK CL C	02079K107