13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q4 2023 · Filed October 27, 2023 · Accession 0001085146-23-003966
Total Value
$1.28B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,376,921 | $191.8M | 14.97% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 372,275 | $130.4M | 10.18% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 146,119 | $120.3M | 9.38% |
| 4 | PAYCHEX INC | PAYX | 977,704 | $112.8M | 8.80% |
| 5 | NETFLIX INC | NFLX | 232,871 | $87.9M | 6.86% |
| 6 | AMAZON COM INC | AMZN | 612,730 | $77.9M | 6.08% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,176,252 | $68.1M | 5.31% |
| 8 | FASTENAL CO | FAST | 1,139,614 | $62.3M | 4.86% |
| 9 | ELEVANCE HEALTH INC | ELV | 139,198 | $60.6M | 4.73% |
| 10 | ECOLAB INC | ECL | 352,030 | $59.6M | 4.65% |
| 11 | COMCAST CORP NEW | CCZ | 1,145,674 | $50.8M | 3.96% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 108,802 | $44.7M | 3.49% |
| 13 | WELLS FARGO CO NEW | 949746101 | 1,019,000 | $41.6M | 3.25% |
| 14 | NIKE INC | NKE | 429,562 | $41.1M | 3.21% |
| 15 | UNION PAC CORP | UNP | 191,737 | $39.0M | 3.05% |
| 16 | ALPHABET INC | GOOG | 294,265 | $38.5M | 3.00% |
| 17 | JPMORGAN CHASE & CO | VYLD | 253,457 | $36.8M | 2.87% |
| 18 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 412,276 | $13.7M | 1.07% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 20,065 | $2.3M | 0.18% |
| 20 | ARGO GROUP INTL HLDGS LTD | G0464B107 | 21,925 | $654,242 | 0.05% |
| 21 | ALPHABET INC | GOOG | 2,775 | $365,884 | 0.03% |
| 22 | US BANCORP DEL | USB-PS | 9,649 | $318,996 | 0.02% |