13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q2 2024 · Filed August 1, 2024 · Accession 0001085146-24-003419
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 | 1,185,336 | $246.2M | 15.38% |
| 2 | NETFLIX INC | NFLX | 218,618 | $147.5M | 9.22% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 139,199 | $146.3M | 9.14% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 356,343 | $145.0M | 9.06% |
| 5 | AMAZON COM INC | AMZN | 588,560 | $113.7M | 7.11% |
| 6 | PAYCHEX INC | PAYX | 940,839 | $111.5M | 6.97% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,100,395 | $87.3M | 5.45% |
| 8 | ECOLAB INC | ECL | 339,961 | $80.9M | 5.06% |
| 9 | ELEVANCE HEALTH INC | ELV | 130,658 | $70.8M | 4.42% |
| 10 | NIKE INC | NKE | 887,743 | $66.9M | 4.18% |
| 11 | FASTENAL CO | FAST | 1,059,838 | $66.6M | 4.16% |
| 12 | WELLS FARGO CO NEW | 949746101 | 961,330 | $57.1M | 3.57% |
| 13 | MARTIN MARIETTA MATLS INC | 573284106 | 103,037 | $55.8M | 3.49% |
| 14 | ALPHABET INC | GOOG | 282,217 | $51.4M | 3.21% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 246,672 | $49.9M | 3.12% |
| 16 | COMCAST CORP NEW | CCZ | 1,090,864 | $42.7M | 2.67% |
| 17 | UNION PAC CORP | UNP | 187,262 | $42.4M | 2.65% |
| 18 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 407,036 | $15.5M | 0.97% |
| 19 | EXPEDITORS INTL WASH INC | 302130109 | 15,230 | $1.9M | 0.12% |
| 20 | ALPHABET INC | GOOG | 2,500 | $458,550 | 0.03% |
| 21 | US BANCORP DEL | USB-PS | 9,649 | $383,065 | 0.02% |
| 22 | EVERBRIDGE INC | EVEX-WT | 8,500 | $297,415 | 0.02% |