SEC 13F Intelligence

Managers / Q4 2023 · view latest →

MCDONALD CAPITAL INVESTORS INC/CA

CIK 0001033225 · 4 ORINDA WAY, SUITE 120-D, ORINDA, CA, 94563 · 925-258-5401

Reported Value
$1.4B
Q4 2023
Positions
22
Filings on Record
30
2019–present window
Filed
Jan 30, 2024
original filing

Summary

Mcdonald Capital Investors Inc/Ca reported $1.4B in U.S.-listed holdings across 22 positions for Q4 2023.

Its largest position, PGR, represents 15.4% of the portfolio.

Compared with Q3 2023, the fund opened 1 new position and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.2BQ4 ’19: $1.2BQ4 ’19Q1 ’20: $1.0BQ2 ’20: $1.1BQ3 ’20: $1.1BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.3BQ3 ’21: $1.3BQ4 ’21: $1.4BQ4 ’21Q1 ’22: $1.4BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.20TQ4 ’22Q2 ’23: $1.3BQ3 ’23: $1.3BQ4 ’23: $1.4BQ1 ’24: $1.6BQ1 ’24Q2 ’24: $1.6BQ3 ’24: $1.6BQ4 ’24: $1.6BQ1 ’25: $1.6BQ1 ’25Q2 ’25: $1.6BQ3 ’25: $1.6BQ4 ’25: $1.6BQ1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $1.4B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B21May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B21Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B21Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B20Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B20Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B21Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.6B21Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.6B22Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.6B22May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B22Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B22Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B23Jul 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.20T20Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B22Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B25Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.4B20May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B20Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B20Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.3B20Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B23Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B20Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B21Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B19Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.0B21Apr 30, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.2B19Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B19Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B19Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B20May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B21Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.