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Latest MCDONALD CAPITAL INVESTORS INC/CA Stock Portfolio

$1.22Billion | No. of Holdings #20

MCDONALD CAPITAL INVESTORS INC/CA Performance

2026 Q3-0.99%
YTD-8.09%
2025+5.49%

About MCDONALD CAPITAL INVESTORS INC/CA and 13F Hedge Fund Stock Holdings

On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, MCDONALD CAPITAL INVESTORS INC/CA reported an equity portfolio of $1.2 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of MCDONALD CAPITAL INVESTORS INC/CA are PGR, REGN, . The fund has invested 12.4% of it's portfolio in PROGRESSIVE CORP and 10.8% of portfolio in REGENERON PHARMACEUTICALS. <br><br> They significantly reduced their stock positions in FASTENAL CO (FAST), BROOKFIELD ASSET MANAGMT LTD (BAM) and WELLS FARGO & CO (WFC). The fund showed a lot of confidence in some stocks as they added substantially to MARTIN MARIETTA MATLS INC (MLM).
MCDONALD CAPITAL INVESTORS INC/CA Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$1.22Billion
  as of Oct 27, 2026

MCDONALD CAPITAL INVESTORS INC/CA Annual Return Estimates Vs S&P 500

Our best estimate is that MCDONALD CAPITAL INVESTORS INC/CA made a return of -0.99% in the last quarter. In trailing 12 months, it's portfolio return was -10.9%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by MCDONALD CAPITAL INVESTORS INC/CA

Additions

Ticker% Inc.
martin marietta matls inc11.52
Additions to existing portfolio by MCDONALD CAPITAL INVESTORS INC/CA

Reductions

Ticker% Reduced
fastenal co-27.5
brookfield asset managmt ltd-15.95
wells fargo & co-14.67
factset resh sys inc-13.71
jpmorgan chase & co-12.31
amazon com inc-11.82
union pac corp-11.71
berkshire hathaway inc del-11.67
MCDONALD CAPITAL INVESTORS INC/CA reduced stake in above stock

Sold off

None of the stocks were completely sold off by MCDONALD CAPITAL INVESTORS INC/CA

Sector Distribution

MCDONALD CAPITAL INVESTORS INC/CA has about 25.2% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Industrials
  • Basic Materials
  • Communication Services
  • Healthcare
  • Consumer Cyclical
Sector%
Financial Services25.2
Others17.4
Industrials13.9
Basic Materials11.4
Communication Services11.1
Healthcare10.7
Consumer Cyclical10.3

Market Cap. Distribution

MCDONALD CAPITAL INVESTORS INC/CA has about 82.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP53.7
MEGA-CAP28.9
UNALLOCATED17.4

Stocks belong to which Index?

About 82.6% of the stocks held by MCDONALD CAPITAL INVESTORS INC/CA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.6
Others17.4
Top 5 Winners (%)%
REGN
regeneron pharmaceuticals
20.5 %
FDS
factset resh sys inc
16.1 %
AMZN
amazon com inc
4.3 %
FAST
fastenal co
2.7 %
JPM
jpmorgan chase & co
1.0 %
Top 5 Winners ($)$
REGN
regeneron pharmaceuticals
24.6 M
FDS
factset resh sys inc
6.5 M
AMZN
amazon com inc
4.7 M
JPM
jpmorgan chase & co
0.8 M
PAYX
paychex inc
0.1 M
Top 5 Losers (%)%
MLM
martin marietta matls inc
-16.1 %
brookfield corp
-13.6 %
NKE
nike inc
-13.0 %
PGR
progressive corp
-4.8 %
GOOG
alphabet inc
-3.6 %
Top 5 Losers ($)$
MLM
martin marietta matls inc
-14.2 M
brookfield corp
-14.1 M
PGR
progressive corp
-8.5 M
NKE
nike inc
-3.9 M
GOOG
alphabet inc
-2.9 M

MCDONALD CAPITAL INVESTORS INC/CA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MCDONALD CAPITAL INVESTORS INC/CA

MCDONALD CAPITAL INVESTORS INC/CA has 20 stocks in it's portfolio. About 76.8% of the portfolio is in top 10 stocks. MLM proved to be the most loss making stock for the portfolio. REGN was the most profitable stock for MCDONALD CAPITAL INVESTORS INC/CA last quarter.

$1.22BTotal Value
20.00Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MCDONALD CAPITAL INVESTORS INC/CA, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BAM
Brookfield Asset Managmt Ltd

Brookfield Asset Managmt Ltd

BAM
MCDONALD CAPITAL INVESTORS INC/CA's holding in Brookfield Asset Managmt Ltd over time
0.78%213,036
$9.50M
0.78%
decreased 15.95 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
MCDONALD CAPITAL INVESTORS INC/CA's holding in Invesco Exchange Traded Fd T over time
0.02%1,145
$238.2K
0.02%
unchanged 0 percentunchanged
Cl B New
Berkshire Hathaway Inc Del

Berkshire Hathaway Inc Del

MCDONALD CAPITAL INVESTORS INC/CA's holding in Berkshire Hathaway Inc Del over time
10.16%248,492
$123.74M
10.16%
decreased 11.67 percentreduced
Cl A Ltd Vt Sh
Brookfield Corp

Brookfield Corp

MCDONALD CAPITAL INVESTORS INC/CA's holding in Brookfield Corp over time
6.45%2,156,410
$78.62M
6.45%
decreased 11.54 percentreduced