MCDONALD CAPITAL INVESTORS INC/CA recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
4 ORINDA WAY ORINDA, CA 94563
As of the latest 13F report, the guru’s equity portfolio contained 20 stocks valued at a total of $1.20Bil. The top holdings were PGR(16.18%), BRK.B(10.18%), and PAYX(9.89%).
According to GuruFocus data, these were MCDONALD CAPITAL INVESTORS INC/CA’s top five trades of the quarter.
Brookfield Asset Management Ltd
The guru established a new position worth 443,097 shares in NYSE:BAM, giving the stock a 1.06% weight in the equity portfolio. Shares traded for an average price of $30.09 during the quarter.
On 02/08/2023, Brookfield Asset Management Ltd traded for a price of $33.96 per share and a market cap of $14.04Bil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Brookfield Asset Management Ltd has a price-earnings ratio of 34.62, a price-book ratio of 2.07, a EV-to-Ebitda ratio of 13.47 and a price-sales ratio of 16.36.
Progressive Corp
MCDONALD CAPITAL INVESTORS INC/CA reduced their investment in NYSE:PGR by 92,581 shares. The trade had a 0.96% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.72.
On 02/08/2023, Progressive Corp traded for a price of $138.7 per share and a market cap of $81.00Bil. The stock has returned 27.58% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Progressive Corp has a price-earnings ratio of 118.55, a price-book ratio of 5.10, a price-earnings-to-growth (PEG) ratio of 4.25, a EV-to-Ebitda ratio of 61.37 and a price-sales ratio of 1.62.
The price-to-GF Value ratio is 1.23, earning the stock a GF Value rank of 3.
Brookfield Corp
During the quarter, MCDONALD CAPITAL INVESTORS INC/CA bought 279,008 shares of NYSE:BN for a total holding of 2,036,307. The trade had a 0.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.83.
On 02/08/2023, Brookfield Corp traded for a price of $36.85 per share and a market cap of $61.13Bil. The stock has returned -17.66% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Brookfield Corp has a price-earnings ratio of 17.89, a price-book ratio of 1.45, a price-earnings-to-growth (PEG) ratio of 0.88, a EV-to-Ebitda ratio of 9.10 and a price-sales ratio of 0.69.
The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 9.
Berkshire Hathaway Inc
MCDONALD CAPITAL INVESTORS INC/CA reduced their investment in NYSE:BRK.B by 11,275 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $296.98.
On 02/08/2023, Berkshire Hathaway Inc traded for a price of $312.97 per share and a market cap of $695.78Bil. The stock has returned -0.96% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.53, a EV-to-Ebitda ratio of 68.69 and a price-sales ratio of 2.78.
The price-to-GF Value ratio is 1.16, earning the stock a GF Value rank of 3.
Regeneron Pharmaceuticals Inc
MCDONALD CAPITAL INVESTORS INC/CA reduced their investment in NAS:REGN by 4,385 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $737.86.
On 02/08/2023, Regeneron Pharmaceuticals Inc traded for a price of $769.9400000000001 per share and a market cap of $82.91Bil. The stock has returned 23.54% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Regeneron Pharmaceuticals Inc has a price-earnings ratio of 27.76, a price-book ratio of 3.70, a price-earnings-to-growth (PEG) ratio of 0.71, a EV-to-Ebitda ratio of 15.57 and a price-sales ratio of 6.99.
The price-to-GF Value ratio is 1.12, earning the stock a GF Value rank of 3.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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