13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q3 2023 · Filed July 11, 2023 · Accession 0001085146-23-002630
Total Value
$1.31B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP. | 743315103 | 1,411,763 | $202.0M | 15.39% |
| 2 | REGENERON PHARMA | REGN | 152,464 | $125.3M | 9.54% |
| 3 | BERKSHIRE HATH INC B | BRK-A | 389,390 | $120.2M | 9.16% |
| 4 | PAYCHEX INC. | PAYX | 1,016,074 | $116.4M | 8.87% |
| 5 | NETFLIX | NFLX | 242,896 | $83.9M | 6.39% |
| 6 | FASTENAL CO. | FAST | 1,471,886 | $79.4M | 6.05% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,237,237 | $72.9M | 5.56% |
| 8 | ELEVANCE HEALTH INC. | ELV | 144,358 | $66.4M | 5.06% |
| 9 | AMAZON.COM | AMZN | 640,040 | $66.1M | 5.04% |
| 10 | ECOLAB INC. | ECL | 361,697 | $59.9M | 4.56% |
| 11 | COMCAST CORP CLASS A | CCZ | 1,511,946 | $57.3M | 4.37% |
| 12 | NIKE INC. CLASS B | NKE | 444,343 | $54.5M | 4.15% |
| 13 | WELLS FARGO INC. | 949746101 | 1,160,595 | $43.4M | 3.31% |
| 14 | UNION PACIFIC | UNP | 200,905 | $40.4M | 3.08% |
| 15 | MARTIN MARIETTA | 573284106 | 113,302 | $40.2M | 3.07% |
| 16 | JP MORGAN | VYLD | 260,602 | $34.0M | 2.59% |
| 17 | ALPHABET INC. CLASS A | GOOG | 308,110 | $32.0M | 2.44% |
| 18 | BROOKFIELD ASSET MGT. | 113004105 | 426,443 | $14.0M | 1.06% |
| 19 | EXPEDITORS INTL WASH | 302130109 | 23,091 | $2.5M | 0.19% |
| 20 | ARGO GROUP | G0464B107 | 19,750 | $578,478 | 0.04% |
| 21 | MAXAR TECHNOLOGIES | 57778L103 | 9,750 | $497,835 | 0.04% |
| 22 | US BANCORP | USB-PS | 9,649 | $347,846 | 0.03% |
| 23 | ALPHABET INC. CLASS C | GOOG | 2,775 | $288,600 | 0.02% |