13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001085146-24-002211
Total Value
$1.60B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,279,116 | $264.5M | 16.56% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 360,613 | $151.6M | 9.49% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 141,013 | $135.7M | 8.50% |
| 4 | NETFLIX INC | NFLX | 220,618 | $134.0M | 8.39% |
| 5 | PAYCHEX INC | PAYX | 949,934 | $116.7M | 7.30% |
| 6 | AMAZON COM INC | AMZN | 596,235 | $107.5M | 6.73% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,113,822 | $88.5M | 5.54% |
| 8 | FASTENAL CO | FAST | 1,069,848 | $82.5M | 5.17% |
| 9 | ECOLAB INC | ECL | 344,066 | $79.4M | 4.97% |
| 10 | ELEVANCE HEALTH INC | ELV | 134,438 | $69.7M | 4.36% |
| 11 | MARTIN MARIETTA MATLS INC | 573284106 | 103,472 | $63.5M | 3.98% |
| 12 | WELLS FARGO CO NEW | 949746101 | 980,070 | $56.8M | 3.56% |
| 13 | JPMORGAN CHASE & CO | VYLD | 246,417 | $49.4M | 3.09% |
| 14 | COMCAST CORP NEW | CCZ | 1,104,964 | $47.9M | 3.00% |
| 15 | UNION PAC CORP | UNP | 185,262 | $45.6M | 2.85% |
| 16 | ALPHABET INC | GOOG | 289,202 | $43.6M | 2.73% |
| 17 | NIKE INC | NKE | 422,097 | $39.7M | 2.48% |
| 18 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 414,389 | $17.4M | 1.09% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 16,025 | $1.9M | 0.12% |
| 20 | US BANCORP DEL | USB-PS | 9,649 | $431,310 | 0.03% |
| 21 | ALPHABET INC | GOOG | 2,775 | $422,522 | 0.03% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,195 | $202,397 | 0.01% |