MCDONALD CAPITAL INVESTORS INC/CA
Filing Date
Global Rank
#1,421
/ 8,588
▼ 55
Top Industry
Insurance - Property & Casualty
12.0%
3Y Alpha vs SPY
-7.5%
Period ended 3 months ago
Filed May 4, 2026 · 44d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 42.2% | $616,898,073 |
| Communication Services | 12.0% | $175,125,108 |
| Basic Materials | 11.4% | $165,958,894 |
| Healthcare | 10.9% | $159,064,169 |
| Consumer Cyclical | 10.1% | $147,200,371 |
| Industrials | 8.1% | $118,927,277 |
| Technology | 5.3% | $77,307,564 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$165,958,894 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 149,912 | $88,250,196 | 53.18% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 292,116 | $77,708,698 | 46.82% |