13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q3 2024 · Filed October 31, 2024 · Accession 0001085146-24-005270
Total Value
$1.63B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,043,548 | $264.8M | 16.25% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 344,736 | $158.7M | 9.74% |
| 3 | NETFLIX INC | NFLX | 213,685 | $151.6M | 9.30% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 136,453 | $143.4M | 8.80% |
| 5 | PAYCHEX INC | PAYX | 922,404 | $123.8M | 7.60% |
| 6 | BROOKFIELD CORP | 11271J107 | 2,045,138 | $108.7M | 6.67% |
| 7 | AMAZON COM INC | AMZN | 574,906 | $107.1M | 6.57% |
| 8 | ECOLAB INC | ECL | 332,942 | $85.0M | 5.22% |
| 9 | NIKE INC | NKE | 877,478 | $77.6M | 4.76% |
| 10 | FASTENAL CO | FAST | 1,034,983 | $73.9M | 4.54% |
| 11 | ELEVANCE HEALTH INC | ELV | 127,879 | $66.5M | 4.08% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 101,109 | $54.4M | 3.34% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 241,505 | $50.9M | 3.13% |
| 14 | WELLS FARGO CO NEW | 949746101 | 900,311 | $50.9M | 3.12% |
| 15 | ALPHABET INC | GOOG | 275,855 | $45.8M | 2.81% |
| 16 | UNION PAC CORP | UNP | 183,264 | $45.2M | 2.77% |
| 17 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 392,566 | $18.6M | 1.14% |
| 18 | EXPEDITORS INTL WASH INC | 302130109 | 12,950 | $1.7M | 0.10% |
| 19 | US BANCORP DEL | USB-PS | 9,649 | $441,249 | 0.03% |
| 20 | ALPHABET INC | GOOG | 2,500 | $417,975 | 0.03% |
| 21 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,195 | $214,096 | 0.01% |