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 | 1,483,799.0 | $58.1M | 3.56% | NEW | — | $39.15 | -13.7% |
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
36.4%
Industrials
16.7%
Communication Services
12.4%
Basic Materials
11.8%
Consumer Cyclical
11.7%
Healthcare
11.0%