Q2 2026 · 13F-HR
MCDONALD CAPITAL INVESTORS INC/CAholdings as filed
Filed 2026-07-29 · accession 0001033225-26-000005
$1.37B
Reported value
20
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $176.2M | 12.9% | 806,728 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.8M | 10.3% | 281,317 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $120.4M | 8.79% | 193,038 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $110.2M | 8.05% | 462,374 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $103.8M | 7.58% | 2,437,749 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $81.9M | 5.98% | 229,111 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $81.1M | 5.92% | 247,821 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $80.1M | 5.85% | 138,976 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $76.0M | 5.55% | 772,536 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $74.7M | 5.46% | 1,046,297 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $73.1M | 5.34% | 262,305 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $57.1M | 4.17% | 209,822 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $57.0M | 4.17% | 2,023,689 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $52.2M | 3.81% | 631,343 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $40.4M | 2.95% | 175,541 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $30.2M | 2.20% | 735,186 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MANAGMT LTD | $11.4M | 0.83% | 253,457 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $1.9M | 0.14% | 40,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $750,826 | 0.05% | 2,125 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $243,622 | 0.02% | 1,145 | 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.