13F HOLDINGS REPORT
MCDONALD CAPITAL INVESTORS INC/CA
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001085146-25-000902
Total Value
$1.59B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 1,034,182 | $247.8M | 15.57% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 338,617 | $153.5M | 9.64% |
| 3 | NETFLIX INC | NFLX | 169,952 | $151.5M | 9.52% |
| 4 | PAYCHEX INC | PAYX | 911,646 | $127.8M | 8.03% |
| 5 | AMAZON COM INC | AMZN | 568,823 | $124.8M | 7.84% |
| 6 | REGENERON PHARMACEUTICALS | REGN | 170,180 | $121.2M | 7.61% |
| 7 | BROOKFIELD CORP | 11271J107 | 2,023,560 | $116.3M | 7.30% |
| 8 | ECOLAB INC | ECL | 328,929 | $77.1M | 4.84% |
| 9 | FASTENAL CO | FAST | 1,032,520 | $74.2M | 4.66% |
| 10 | NIKE INC | NKE | 887,191 | $67.1M | 4.22% |
| 11 | WELLS FARGO CO NEW | 949746101 | 822,738 | $57.8M | 3.63% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 238,100 | $57.1M | 3.59% |
| 13 | MARTIN MARIETTA MATLS INC | 573284106 | 100,917 | $52.1M | 3.27% |
| 14 | ALPHABET INC | GOOG | 273,702 | $51.8M | 3.25% |
| 15 | ELEVANCE HEALTH INC | ELV | 127,259 | $46.9M | 2.95% |
| 16 | UNION PAC CORP | UNP | 181,400 | $41.4M | 2.60% |
| 17 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 387,262 | $21.0M | 1.32% |
| 18 | EXPEDITORS INTL WASH INC | 302130109 | 12,950 | $1.4M | 0.09% |
| 19 | ALPHABET INC | GOOG | 2,500 | $476,100 | 0.03% |
| 20 | US BANCORP DEL | USB-PS | 9,649 | $461,512 | 0.03% |
| 21 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,195 | $209,400 | 0.01% |