Q1 2026 · 13F-HR
MCDONALD CAPITAL INVESTORS INC/CAholdings as filed
Filed 2026-05-04 · accession 0001033225-26-000003
$1.46B
Reported value
21
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $174.6M | 11.9% | 880,863 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $159.1M | 10.9% | 205,871 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.5M | 9.96% | 303,705 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $107.0M | 7.32% | 2,642,836 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $104.8M | 7.17% | 503,120 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $104.4M | 7.14% | 1,085,346 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $88.3M | 6.04% | 149,912 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $78.9M | 5.40% | 268,256 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $77.7M | 5.32% | 292,116 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $77.3M | 5.29% | 839,205 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $70.8M | 4.84% | 246,102 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $56.7M | 3.88% | 1,708,574 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $55.9M | 3.82% | 230,249 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $55.0M | 3.76% | 690,614 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $42.4M | 2.90% | 803,021 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $40.8M | 2.79% | 188,141 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MANAGMT LTD | $15.1M | 1.03% | 339,035 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $5.1M | 0.35% | 109,280 | Common | SOLE |
| 302130109 | EXPD | EXPEDITORS INTL WASH INC | $1.3M | 0.09% | 8,860 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $609,577 | 0.04% | 2,125 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $229,344 | 0.02% | 1,195 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.