13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001085146-23-000725
Total Value
$1.20B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,501,198 | $194.7M | 16.18% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 396,455 | $122.5M | 10.18% |
| 3 | PAYCHEX INC | PAYX | 1,030,360 | $119.1M | 9.89% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 156,586 | $113.0M | 9.39% |
| 5 | ELEVANCE HEALTH INC | ELV | 148,838 | $76.3M | 6.34% |
| 6 | NETFLIX INC | NFLX | 249,431 | $73.6M | 6.11% |
| 7 | FASTENAL CO | FAST | 1,506,686 | $71.3M | 5.92% |
| 8 | BROOKFIELD CORP | 11271J107 | 2,036,307 | $64.1M | 5.32% |
| 9 | COMCAST CORP NEW | CCZ | 1,540,147 | $53.9M | 4.48% |
| 10 | ECOLAB INC | ECL | 368,967 | $53.7M | 4.46% |
| 11 | NIKE INC | NKE | 451,226 | $52.8M | 4.39% |
| 12 | WELLS FARGO CO NEW | 949746101 | 1,178,683 | $48.7M | 4.04% |
| 13 | UNION PAC CORP | UNP | 203,540 | $42.1M | 3.50% |
| 14 | MARTIN MARIETTA MATLS INC | 573284106 | 115,462 | $39.0M | 3.24% |
| 15 | JPMORGAN CHASE & CO | VYLD | 264,562 | $35.5M | 2.95% |
| 16 | ALPHABET INC | GOOG | 310,210 | $27.4M | 2.27% |
| 17 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 443,097 | $12.7M | 1.06% |
| 18 | EXPEDITORS INTL WASH INC | 302130109 | 23,113 | $2.4M | 0.20% |
| 19 | US BANCORP DEL | USB-PS | 9,649 | $420,793 | 0.03% |
| 20 | ALPHABET INC | GOOG | 3,780 | $335,399 | 0.03% |