Arkolith/Funds/McDonald Capital Investors Inc

McDonald Capital Investors Inc

CIK 1033225Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

McDonald Capital Investors Inc holds a focused book of 20 reported positions worth $1.4B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they trimmed Progressive Corp. Their largest long position is Progressive Corp at 13% of the reported non-option book.

Opened
0
bought for the first time
no new positions
Added to
1
already held, bought more
Sold out
1
exited the position entirely

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
76%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
34%
Materials
13%
Consumer Discretionary
12%
Industrials
10%
Information Technology
9%
Health Care
9%
Real Estate
8%
Communication Services
5%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as McDonald Capital Investors Inc

Manager / fundShared namesTheir $ in those
Partners Value Investments L.P.3 / 20$8.7B
Pangea Capital Gestao de Recursos Ltda.2 / 20$120.8M
Brookfield Corp4 / 20$55.1B
Daniel Investment Group, Inc.8 / 20$124.6M
Li Lu3 / 20$2.3B
United American Securities Inc. (d/b/a UAS Asset Management)3 / 20$291.4M
Venator Management LLC6 / 20$240.2M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.3 / 20$157.5M

Ranked by the share of each fund's own book sitting in the names it shares with McDonald Capital Investors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1Progressive Corp
COM
$176.2M806.7K
12.9%
−8.4%
Reduced · −74K sh
2Berkshire Hathaway Inc Del
CL B NEW
$140.8M281.3K
10.3%
−7.4%
Reduced · −22K sh
3Regeneron Pharmaceuticals
COM
$120.4M193.0K
8.8%
−6.2%
Reduced · −13K sh
4Amazon Com Inc
COM
$110.2M462.4K
8.0%
−8.1%
Reduced · −41K sh
5Brookfield Corp
CL A LTD VT SH
$103.8M2.44M
7.6%
−7.8%
Reduced · −205K sh
6Alphabet Inc
CAP STK CL A
$81.9M229.1K
6.0%
−6.9%
Reduced · −17K sh
7JPMorgan Chase & Co
COM
$81.1M247.8K
5.9%
−7.6%
Reduced · −20K sh
8Martin Marietta Matls Inc
COM
$80.1M139.0K
5.9%
−7.3%
Reduced · −11K sh
9Paychex Inc
COM
$76.0M772.5K
5.5%
−7.9%
Reduced · −67K sh
10Netflix Inc.
COM
$74.7M1.05M
5.5%
−3.6%
Reduced · −39K sh
11Ecolab Inc
COM
$73.1M262.3K
5.3%
−10%
Reduced · −30K sh
12Union Pac Corp
COM
$57.1M209.8K
4.2%
−8.9%
Reduced · −20K sh
13Copart Inc
COM
$57.0M2.02M
4.2%
+18%
Added · +315K sh
14Wells Fargo & Co
COM
$52.2M631.3K
3.8%
−8.6%
Reduced · −59K sh
15Factset Resh Sys Inc
COM
$40.4M175.5K
2.9%
−6.7%
Reduced · −13K sh
16Nike Inc
CL B
$30.2M735.2K
2.2%
−8.4%
Reduced · −68K sh
17Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$11.4M253.5K
0.8%
−25%
Reduced · −86K sh
18Fastenal Co
COM
$1.9M40.0K
0.1%
−63%
Reduced · −69K sh
19Alphabet Inc
CAP STK CL C
$751K2.1K
0.1%
Held
20Invesco Exchange Traded FD T
S&P500 EQL WGT
$244K1.1K
<0.1%
−4.2%
Reduced · −50 sh
Showing all 20 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.6B · Q4 2025Q3 2024 · $1.6BQ2 2026 · $1.4B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d20$1.4B13F-HR
Q1 2026Mar 31, 2026May 4, 202634d21$1.5B13F-HR
Q4 2025Dec 31, 2025Jan 30, 202630d21$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d21$1.6B13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d20$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 30, 202530d20$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 7, 202538d21$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d21$1.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.