CIK: 0001033225
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 21
MCDONALD CAPITAL INVESTORS INC/CA disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 11.5%.
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Mcdonald Capital Investors Inc/ca's disclosed holdings carry a Herfindahl concentration index of 0.072 — mathematically equivalent to about 14 equally-sized positions, close to its 21 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim FAST
-87.6% -$30.3M
Add REGN
-1.1% -$1.7M
Add NFLX
-0.1% $2.5M
Add ECL
-1.5% -$134.3K
Trim FDS
+1.3% -$13.1M
Add UNP
-1.1% $2.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 11.95% | -0.39% | -0.32% | |
| 2 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 10.88% | +1.02% | -1.14% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.96% | +0.46% | -1.40% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 7.32% | -0.28% | -2.09% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 7.17% | -0.07% | -1.68% | |
| 6 | NFLX | Netflix INC | Stock-Comm Services | 7.14% | +0.89% | -0.07% | |
| 7 | MLM | Martin Marietta Materials | Stock-Materials | 6.04% | +0.25% | -1.14% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.40% | +0.08% | -0.31% | |
| 9 | ECL | Ecolab INC | Stock-Materials | 5.32% | +0.55% | -1.49% | |
| 10 | PAYX | Paychex INC | Stock-Tech | 5.29% | -0.51% | -0.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.84% | +0.07% | -0.89% | |
| 12 | CPRT | Copart INC | Stock-Industrials | 3.88% | +0.32% | +15.15% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 3.82% | +0.52% | -1.07% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 3.76% | -0.24% | -1.30% | |
| 15 | NKE | Nike INC -cl B | Stock-Consumer Disc | 2.90% | -0.27% | -1.15% | |
| 16 | FDS | Factset Research Systems INC | Stock-Financials | 2.79% | -0.52% | +1.29% | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.03% | -0.07% | -1.09% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 0.35% | -1.82% | -87.60% | |
| 19 | EXPD | Expeditors Intl Wash INC | Stock-Industrials | 0.09% | -0.01% | -21.94% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | +0.01% | — |
Performance for Q3 2026
-2.9%
Performance Last 4 Quarters
+6.1%
Based on 70% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 21 | $1.5B | 12 | |
| 2025-12-31 | 21 | $1.6B | 16 | |
| 2025-09-30 | 21 | $1.6B | 22 | |
| 2025-06-30 | 20 | $1.6B | 0 | |
| 2025-03-31 | 20 | $1.6B | 100 | |
| 2024-12-31 | 21 | $1.6B | 0 | |
| 2024-09-30 | 21 | $1.6B | 0 | |
| 2024-06-30 | 22 | $1.6B | 0 | |
| 2024-03-31 | 22 | $1.6B | 0 | |
| 2023-12-31 | 22 | $1.4B | 0 | |
| 2023-09-30 | 22 | $1.3B | 0 | |
| 2023-06-30 | 23 | $1.3B | 0 | |
| 2023-03-31 | 23 | $1.3B | 0 | |
| 2022-12-31 | 20 | $1.2B | 0 | |
| 2022-09-30 | 22 | $1.1B | 0 | |
| 2022-06-30 | 25 | $1.2B | 0 | |
| 2022-03-31 | 20 | $1.4B | 0 | |
| 2021-12-31 | 20 | $1.4B | 0 | |
| 2021-09-30 | 20 | $1.3B | 0 | |
| 2021-06-30 | 20 | $1.3B | 100 | |
| 2021-03-31 | 23 | $1.3B | 7 | |
| 2020-12-31 | 20 | $1.2B | 10 | |
| 2020-09-30 | 21 | $1.1B | 12 | |
| 2020-06-30 | 19 | $1.1B | 11 | |
| 2020-03-31 | 21 | $1.0B | 35 | |
| 2019-12-31 | 19 | $1.2B | 6 | |
| 2019-09-30 | 19 | $1.2B | 10 | |
| 2019-06-30 | 19 | $1.2B | 7 | |
| 2019-03-31 | 20 | $1.2B | 12 | |
| 2018-12-31 | 21 | $1.1B | 29 | |
| 2018-09-30 | 21 | $1.2B | 16 | |
| 2018-06-30 | 23 | $1.2B | 9 | |
| 2018-03-31 | 21 | $1.2B | 6 | |
| 2017-12-31 | 21 | $1.3B | 10 | |
| 2017-09-30 | 21 | $1.2B | 7 | |
| 2017-06-30 | 23 | $1.1B | 11 | |
| 2017-03-31 | 23 | $1.1B | 5 | |
| 2016-12-31 | 20 | $1.1B | 7 | |
| 2016-09-30 | 22 | $1.1B | 8 | |
| 2016-06-30 | 20 | $982.3M | 8 | |
| 2016-03-31 | 20 | $967.7M | 10 | |
| 2015-12-31 | 22 | $960.2M | 12 | |
| 2015-09-30 | 27 | $930.3M | 14 | |
| 2015-06-30 | 25 | $1.0B | 10 | |
| 2015-03-31 | 21 | $974.3M | 13 | |
| 2014-12-31 | 22 | $901.1M | 25 | |
| 2014-09-30 | 22 | $837.9M | 12 | |
| 2014-06-30 | 19 | $777.2M | 6 | |
| 2014-03-31 | 19 | $762.5M | 8 | |
| 2013-12-31 | 19 | $796.4M | 8 | |
| 2013-09-30 | 19 | $773.2M | 11 | |
| 2013-06-30 | 20 | $727.1M | — |
Mcdonald Capital Investors Inc/ca's most significant position changes for 2026-03-31: Trim: Fastenal Co (FAST) — shares -87.60%; Trim: Regeneron Pharmaceuticals (REGN) — shares -1.14%; Trim: Netflix INC (NFLX) — shares -0.07%; Trim: Ecolab INC (ECL) — shares -1.49%; Add: Factset Research Systems INC (FDS) — shares +1.29%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +1% | -1.14% | Trim |
| 2 | NFLX | Netflix INC | +0.9% | -0.07% | Trim |
| 3 | ECL | Ecolab INC | +0.6% | -1.49% | Trim |
| 4 | UNP | Union Pacific CORP | +0.5% | -1.07% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -1.40% | Trim |
| 6 | CPRT | Copart INC | +0.3% | +15.15% | Add |
| 7 | MLM | Martin Marietta Materials | +0.3% | -1.14% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.31% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.89% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 11 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 12 | EXPD | Expeditors Intl Wash INC | 0% | -21.94% | Trim |
| 13 | AMZN | Amazon.com INC | -0.1% | -1.68% | Trim |
| 14 | BAM | Brookfield Asset Mgmt-a | -0.1% | -1.09% | Trim |
| 15 | WFC | Wells Fargo & Co | -0.2% | -1.30% | Trim |
| 16 | NKE | Nike INC -cl B | -0.3% | -1.15% | Trim |
| 17 | BN | Brookfield CORP | -0.3% | -2.09% | Trim |
| 18 | PGR | Progressive CORP | -0.4% | -0.32% | Trim |
| 19 | PAYX | Paychex INC | -0.5% | -0.43% | Trim |
| 20 | FDS | Factset Research Systems INC | -0.5% | +1.29% | Add |
| 21 | FAST | Fastenal Co | -1.8% | -87.60% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-30 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-30 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-07-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-01 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-03 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-03 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-03 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-23 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-30 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-30 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-31 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-30 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-31 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-02 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-25 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-28 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-02 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-02 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-27 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-03 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-05 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-05 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-29 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-05 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-31 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-29 | 13F-HR | View on EDGAR |
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