Portfolio (Quarterly)
Guide ↗
MCDONALD CAPITAL INVESTORS INC/CA
· CIK 0001033225| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPRT | COPART INC | Industrials | 2,023,689.0 | $57.0M | 4.17% | +540K | +36.4% | $28.19 | +19.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.3%
Industrials
15.8%
Communication Services
12.9%
Basic Materials
12.6%
Consumer Cyclical
11.5%
Healthcare
9.9%