MCDONALD CAPITAL INVESTORS INC/CA

CIK

1033225

Location

ORINDA, CA

Portfolio Value

Mid $1,460,481,456

Diversification

Diversified

Filing Date

Global Rank

#1,421 / 8,588 ▼ 55

Top Industry

Insurance - Property & Casualty 12.0%

3Y Alpha vs SPY

-7.9%

Period ended 3 months ago

Filed May 4, 2026 · 44d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.9%

SPY

+76.8%

Annualised alpha

-7.5%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.0%

−0.4 pts

Top 5

47.3%

+0.8 pts

Top 10

76.5%

+2.0 pts

HHI

724

Diversified+27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	42.2%	$616,898,073	7
Communication Services	12.0%	$175,125,108	2
Basic Materials	11.4%	$165,958,894	2
Healthcare	10.9%	$159,064,169	1
Consumer Cyclical	10.1%	$147,200,371	2
Industrials	8.1%	$118,927,277	4
Technology	5.3%	$77,307,564	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+224,775	1,708,574	$56,724,656
FDS	Factset Research Systems Inc	+2,397	188,141	$40,824,715
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	−772,160	109,280	$5,070,592
BN	BROOKFIELD Corp /ON/	−56,294	2,642,836	$106,955,572
NKE	NIKE, Inc.	−9,380	803,021	$42,415,569
WFC	Wells Fargo & Company/Mn	−9,068	690,614	$54,979,780
AMZN	Amazon Com Inc	−8,600	503,120	$104,784,802
ECL	Ecolab Inc.	−4,406	292,116	$77,708,698
BRK-B	Berkshire Hathaway Inc	−4,325	303,705	$145,535,436
BAM	Brookfield Asset Management Ltd.	−3,749	339,035	$15,070,105
PAYX	Paychex Inc	−3,656	839,205	$77,307,564
PGR	Progressive Corp/Oh/	−2,837	880,863	$174,622,281
UNP	Union Pacific Corp	−2,500	230,249	$55,863,012
EXPD	Expeditors International Of Washington Inc	−2,490	8,860	$1,269,017
REGN	Regeneron Pharmaceuticals, Inc.	−2,370	205,871	$159,064,169
GOOGL	Alphabet Inc.	−2,220	246,102	$70,769,091
MLM	Martin Marietta Materials Inc	−1,726	149,912	$88,250,196
JPM	Jpmorgan Chase & Co	−828	268,256	$78,910,184
NFLX	Netflix Inc	−739	1,085,346	$104,356,017
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $1,460,481,456 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PGR	Progressive Corp/Oh/ Financial Services	Reduced	880,863	-2,837	$174,622,281	−13.2%	11.96%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	205,871	-2,370	$159,064,169	−1.0%	10.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	303,705	-4,325	$145,535,436	−6.0%	9.96%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	2,642,836	-56,294	$106,955,572	−13.7%	7.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	503,120	-8,600	$104,784,802	−11.3%	7.17%
NFLX	Netflix Inc Communication Services	Reduced	1,085,346	-739	$104,356,017	+2.5%	7.15%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	149,912	-1,726	$88,250,196	−6.5%	6.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	268,256	-828	$78,910,184	−9.0%	5.40%
ECL	Ecolab Inc. Basic Materials	Reduced	292,116	-4,406	$77,708,698	−0.2%	5.32%
PAYX	Paychex Inc Technology	Reduced	839,205	-3,656	$77,307,564	−18.2%	5.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	246,102	-2,220	$70,769,091	−8.9%	4.85%
CPRT	Copart Inc Industrials	Added	1,708,574	+224,775	$56,724,656	−2.4%	3.88%
UNP	Union Pacific Corp Industrials	Reduced	230,249	-2,500	$55,863,012	+3.8%	3.82%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	690,614	-9,068	$54,979,780	−15.7%	3.76%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	803,021	-9,380	$42,415,569	−18.1%	2.90%
FDS	Factset Research Systems Inc Financial Services	Added	188,141	+2,397	$40,824,715	−24.3%	2.80%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	339,035	-3,749	$15,070,105	−16.1%	1.03%
FAST	Fastenal Co Industrials	Reduced	109,280	-772,160	$5,070,592	−85.7%	0.35%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	8,860	-2,490	$1,269,017	−25.0%	0.09%