13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q3 2023 · Filed July 11, 2023 · Accession 0001085146-23-002631
Total Value
$1.34B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,394,596 | $184.6M | 13.78% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 378,310 | $129.0M | 9.63% |
| 3 | PAYCHEX INC | PAYX | 993,239 | $111.1M | 8.29% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 149,199 | $107.2M | 8.00% |
| 5 | NETFLIX INC | NFLX | 236,106 | $104.0M | 7.76% |
| 6 | FASTENAL CO | FAST | 1,434,381 | $84.6M | 6.31% |
| 7 | AMAZON COM INC | AMZN | 623,130 | $81.2M | 6.06% |
| 8 | BROOKFIELD CORP | 11271J107 | 2,204,646 | $74.2M | 5.54% |
| 9 | ECOLAB INC | ECL | 354,180 | $66.1M | 4.93% |
| 10 | ELEVANCE HEALTH INC | ELV | 141,093 | $62.7M | 4.68% |
| 11 | COMCAST CORP NEW | CCZ | 1,468,182 | $61.0M | 4.55% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 110,367 | $51.0M | 3.80% |
| 13 | NIKE INC | NKE | 435,792 | $48.1M | 3.59% |
| 14 | WELLS FARGO CO NEW | 949746101 | 1,035,405 | $44.2M | 3.30% |
| 15 | UNION PAC CORP | UNP | 196,247 | $40.2M | 3.00% |
| 16 | JPMORGAN CHASE & CO | VYLD | 257,232 | $37.4M | 2.79% |
| 17 | ALPHABET INC | GOOG | 298,930 | $35.8M | 2.67% |
| 18 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 417,894 | $13.6M | 1.02% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 20,065 | $2.4M | 0.18% |
| 20 | ARGO GROUP INTL HLDGS LTD | G0464B107 | 21,925 | $649,199 | 0.05% |
| 21 | ALPHABET INC | GOOG | 2,775 | $335,692 | 0.03% |
| 22 | US BANCORP DEL | USB-PS | 9,649 | $318,803 | 0.02% |
| 23 | DICE THERAPEUTICS INC | 23345J104 | 5,682 | $263,986 | 0.02% |