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Latest MCDONALD CAPITAL INVESTORS INC/CA Stock Portfolio

$1.46Billion– No. of Holdings #21

MCDONALD CAPITAL INVESTORS INC/CA Performance:
2026 Q1: -7.91%YTD: -7.91%2025: 5.49%
Performance for 2026 Q1 is -7.91%, and YTD is -7.91%, and 2025 is 5.49%.

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

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, MCDONALD CAPITAL INVESTORS INC/CA reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of MCDONALD CAPITAL INVESTORS INC/CA are PGR, REGN, . The fund has invested 11.9% of it's portfolio in PROGRESSIVE CORP and 10.9% of portfolio in REGENERON PHARMACEUTICALS.

They significantly reduced their stock positions in FASTENAL CO (FAST), EXPEDITORS INTL WASH INC (EXPD) and BROOKFIELD CORP. The fund showed a lot of confidence in some stocks as they added substantially to COPART INC (CPRT) and FACTSET RESH SYS INC (FDS).
MCDONALD CAPITAL INVESTORS INC/CA Equity Portfolio Value
Last Reported on: 04 May, 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 -7.91% in the last quarter. In trailing 12 months, it's portfolio return was -5.37%.
  • Performance
  • S&P 500

New Buys

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

Additions

Ticker% Inc.
copart inc15.15
factset resh sys inc1.29
Additions to existing portfolio by MCDONALD CAPITAL INVESTORS INC/CA

Reductions

Ticker% Reduced
fastenal co-87.6
expeditors intl wash inc-21.94
brookfield corp-2.09
amazon com inc-1.68
ecolab inc-1.49
berkshire hathaway inc del-1.4
wells fargo & co-1.3
nike inc-1.15
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 23.9% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Industrials
  • Communication Services
  • Basic Materials
  • Healthcare
  • Consumer Cyclical
Sector%
Financial Services23.9
Others18.3
Industrials13.4
Communication Services12
Basic Materials11.4
Healthcare10.9
Consumer Cyclical10.1

Market Cap. Distribution

MCDONALD CAPITAL INVESTORS INC/CA has about 78.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP50.5
MEGA-CAP28.4
UNALLOCATED18.3
MID-CAP2.8

Stocks belong to which Index?

About 81.7% 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 50081.7
Others18.3
Top 5 Winners (%)%
FAST
fastenal co
8.8 %
UNP
union pac corp
4.9 %
NFLX
netflix inc.
2.5 %
ECL
ecolab inc
1.3 %
CSD
invesco exchange traded fd t
0.2 %
Top 5 Winners ($)$
FAST
fastenal co
3.1 M
UNP
union pac corp
2.6 M
NFLX
netflix inc.
2.6 M
ECL
ecolab inc
1.0 M
REGN
regeneron pharmaceuticals
0.2 M
Top 5 Losers (%)%
FDS
factset resh sys inc
-25.1 %
PAYX
paychex inc
-17.8 %
NKE
nike inc
-17.0 %
BAM
brookfield asset managmt ltd
-15.1 %
WFC
wells fargo & co
-14.5 %
Top 5 Losers ($)$
PGR
progressive corp
-26.0 M
PAYX
paychex inc
-16.9 M
brookfield corp
-14.5 M
FDS
factset resh sys inc
-13.7 M
AMZN
amazon com inc
-11.4 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 21 stocks in it's portfolio. About 76.5% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. FAST was the most profitable stock for MCDONALD CAPITAL INVESTORS INC/CA last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions