MCDONALD CAPITAL INVESTORS INC/CA — 13F Holdings & Portfolio
CIK 1033225 · latest 13F-HR filed 2026-05-04
MCDONALD CAPITAL INVESTORS INC/CA manages $1.46B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PGR (11.95%), REGN (10.88%), BRK.B (9.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.46B
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-04
+0 / −0 / ↑0 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- FASTENAL CO-$30.3M -85.7%
- PROGRESSIVE CORP-$26.6M -13.2%
- PAYCHEX INC-$17.2M -18.2%
- BROOKFIELD CORP-$16.9M -13.7%
- AMAZON COM INC-$13.3M -11.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | PGR | 743315103 | $174.6M | 11.95% | 880,863 | SH |
| 2 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $159.1M | 10.88% | 205,871 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $145.5M | 9.96% | 303,705 | SH |
| 4 | BROOKFIELD CORP | BN | 11271J107 | $107.0M | 7.32% | 2,642,836 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $104.8M | 7.17% | 503,120 | SH |
| 6 | NETFLIX INC. | NFLX | 64110L106 | $104.4M | 7.14% | 1,085,346 | SH |
| 7 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $88.3M | 6.04% | 149,912 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $78.9M | 5.40% | 268,256 | SH |
| 9 | ECOLAB INC | ECL | 278865100 | $77.7M | 5.32% | 292,116 | SH |
| 10 | PAYCHEX INC | PAYX | 704326107 | $77.3M | 5.29% | 839,205 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $70.8M | 4.84% | 246,102 | SH |
| 12 | COPART INC | CPRT | 217204106 | $56.7M | 3.88% | 1,708,574 | SH |
| 13 | UNION PAC CORP | UNP | 907818108 | $55.9M | 3.82% | 230,249 | SH |
| 14 | WELLS FARGO & CO | WFC | 949746101 | $55.0M | 3.76% | 690,614 | SH |
| 15 | NIKE INC | NKE | 654106103 | $42.4M | 2.90% | 803,021 | SH |
| 16 | FACTSET RESH SYS INC | FDS | 303075105 | $40.8M | 2.79% | 188,141 | SH |
| 17 | BROOKFIELD ASSET MANAGMT LTD | BAM | 113004105 | $15.1M | 1.03% | 339,035 | SH |
| 18 | FASTENAL CO | FAST | 311900104 | $5.1M | 0.35% | 109,280 | SH |
| 19 | EXPEDITORS INTL WASH INC | EXPD | 302130109 | $1.3M | 0.09% | 8,860 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $609.6K | 0.04% | 2,125 | SH |
| 21 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $229.3K | 0.02% | 1,195 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $1.46B | 21 | 0001033225-26-000003 |
| 2025-12-31 | 2026-01-30 | $1.63B | 21 | 0001033225-26-000001 |