MCDONALD CAPITAL INVESTORS INC/CA

Q3 2026 13F-HR Holdings

Location
Orinda, CA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$1,218,134
Net value change ($000)
-151,295 (-11.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
REGN 10,548 8.8%
FDS 504 1.2%
Top Reduces (Value $000, Stocks/ETFs)
PGR -25,323 -14.4%
BN -25,201 -24.3%
BRK-B -17,031 -12.1%
GOOGL -12,115 -14.8%
NFLX -9,830 -13.2%
JPM -9,229 -11.4%
WFC -9,051 -17.3%
ECL -8,916 -12.2%
AMZN -8,620 -7.8%
CPRT -7,958 -13.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type