McDonald Capital Investors Inc.
McDonald Capital Investors Inc. reported 20 US-listed holdings worth $1.37 billion in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: Progressive Corp. (12.9%), Berkshire Hathaway Inc. Class B (10.3%) and Regeneron Pharmaceuticals, Inc. (8.8%). Against the quarter before, it opened 0 positions, added to 1, trimmed 18 and sold out of 1.
Reported holdings$1.37B-6.3% on Q1 2026
Positions20-1 on Q1 2026
The largest ten76.3%of its reported holdings
Latest 13FQ2 2026filed 29 July 2026
Added toTrimmed
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 1Held 1Trimmed 18Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Copart Inc. CPRT+315,115 shares · +18%
Trimmed 18
- Progressive Corp. PGR-74,135 shares · -8%
- Berkshire Hathaway Inc. Class B BRKB-22,388 shares · -7%
- Amazon.com Inc. AMZN-40,746 shares · -8%
- Brookfield Corporation BN-205,087 shares · -8%
- Ecolab Inc. ECL-29,811 shares · -10%
- Regeneron Pharmaceuticals, Inc. REGN-12,833 shares · -6%
- JPMorgan Chase & Co. JPM-20,435 shares · -8%
- Paychex Inc. PAYX-66,669 shares · -8%
and 10 more in the table below
Sold out of 1
- Expeditors International of Washington Inc. EXPD$1.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Progressive Corp. PGR | 806,728 | $176.2 million | 12.87% | -74,135 |
| Berkshire Hathaway Inc. Class B BRKB | 281,317 | $140.8 million | 10.28% | -22,388 |
| Regeneron Pharmaceuticals, Inc. REGN | 193,038 | $120.4 million | 8.79% | -12,833 |
| Amazon.com Inc. AMZN | 462,374 | $110.2 million | 8.05% | -40,746 |
| Brookfield Corporation BN | 2,437,749 | $103.8 million | 7.58% | -205,087 |
| Alphabet Inc. GOOGL | 229,111 | $81.9 million | 5.98% | -16,991 |
| JPMorgan Chase & Co. JPM | 247,821 | $81.1 million | 5.92% | -20,435 |
| Martin Marietta Materials Inc. MLM | 138,976 | $80.1 million | 5.85% | -10,936 |
| Paychex Inc. PAYX | 772,536 | $76.0 million | 5.55% | -66,669 |
| Netflix Inc. NFLX | 1,046,297 | $74.7 million | 5.46% | -39,049 |
| Ecolab Inc. ECL | 262,305 | $73.1 million | 5.34% | -29,811 |
| Union Pacific Corp. UNP | 209,822 | $57.1 million | 4.17% | -20,427 |
| Copart Inc. CPRT | 2,023,689 | $57.0 million | 4.17% | +315,115 |
| Wells Fargo & Company WFC | 631,343 | $52.2 million | 3.81% | -59,271 |
| Factset Research Systems Inc. FDS | 175,541 | $40.4 million | 2.95% | -12,600 |
| Nike, Inc. NKE | 735,186 | $30.2 million | 2.20% | -67,835 |
| Brookfield Asset Management Ltd. BAM | 253,457 | $11.4 million | 0.83% | -85,578 |
| Fastenal Co. FAST | 40,000 | $1.9 million | 0.14% | -69,280 |
| Alphabet Inc. GOOG | 2,125 | $750,826 | 0.05% | no change |
| Invesco Exchange Traded FD T RSP | 1,145 | $243,622 | 0.02% | -50 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.