MCDONALD CAPITAL INVESTORS INC

ORINDA, CA Investment Advisor Hedge Fund How do I update this listing?

Mcdonald Capital Investors is based out of Orinda. Mcdonald Capital Investors is a hedge fund with 93 clients and discretionary assets under management (AUM) of $1,350,817,531 (Form ADV from 2020-06-26). Their last reported 13F filing for Q2 2020 included $1,065,203,000 in managed 13F securities and a top 10 holdings concentration of 85.82%. Mcdonald Capital Investors's largest holding is Progressive Corp. with shares held of 1,921,511. Mcdonald Capital Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 80 13F filings

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06/30/2020

13F Activity

  • Market Value $1.065 Billion
  • Prior Market Value $1.028 Billion
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of3 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 85.82 %
  • Turnover % [1]:21.05%
  • Turnover Alt % [2]: 12.41 %
  • Time Held Top20:26.37 quarters
  • Time Held Top10:35.70 quarters
  • Time Held All:28.42 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.06%
Performance Last 4 Quarters: -18.51%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MCDONALD CAPITAL INVESTORS INC
Classified as Hedge Fund
4 ORINDA WAY SUITE 120-D
ORINDA CA    94563
Country: United States

Business Phone: 925-258-5401
Fax: 925-258-1324
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 43,508,000
Total Number of Clients: 93
Amount of client funds and securities by related persons: 128,458,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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MCDONALD CAPITAL INVESTORS INC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
MCDONALD, ANDREW, J. PRESIDENT 07/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC PRESIDENT direct 1982-07-01
MCDONALD, TRENT, H. VICE PRESIDENT 01/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC VICE PRESIDENT direct 1986-01-01
UDALL, LINDA, M. CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
MCDONALD CAPITAL INVESTORS INC CHIEF OPERATIONS OFFICER direct 1995-01-01 2004-03-30
MCDONALD CAPITAL INVESTORS INC OPERATIONS OFFICER direct 1995-01-01 2005-03-22
MCDONALD CAPITAL INVESTORS INC COMPLIANCE OFFICER direct 2004-10-01 2005-04-14
STEYER, THOMAS, FAHR SHAREHOLDER 01/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
H&F ADMINISTRATION III, L.L.C. MEMBER direct 1994-12-01
H & F ADMINISTRATION IV LLC MEMBER direct 1994-12-01
H&F MANAGEMENT III LLC MEMBER direct 1994-12-01
H&F ASSOCIATES IV, L.L.C. MEMBER direct 1999-04-01
H&F INVESTORS IV LLC MEMBER direct 2000-02-01
H & F INVESTORS IV BERMUDA, L.P. LIMITED PARTNER direct 2001-11-01
HELLMAN & FRIEDMAN INVESTORS V, LLC MEMBER direct 2004-08-01
HELLMAN & FRIEDMAN ADMINISTRATION LLC MEMBER direct 2004-09-01
HELLMAN & FRIEDMAN INVESTORS V (CAYMAN) L.P. LIMITED PARTNER direct 2004-11-01
HALL CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2007-07-01
HALL CAPITAL PARTNERS LLC TRUSTEE indirect 2012-06-01
MCDONALD CAPITAL INVESTORS INC SHAREHOLDER direct 1994-01-01
LAUREL MANAGEMENT CO LLC MEMBER direct 1998-03-01 2002-03-28
H & F ASSOCIATES IV LLC MANAGER direct 1999-04-01 2003-10-10
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER direct 1994-11-01 2005-03-01
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1994-04-01 2006-06-14
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1996-04-01 2007-03-14
FARALLON CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING MEMBER direct 1996-04-01 2007-07-02
ARTISAN PARTNERS LIMITED PARTNERSHIP MANAGING MEMBER OF HELLMAN & FRIEDMAN INVESTORS V, LLC indirect 2004-06-01 2007-09-21
EXPLORADOR CAPITAL MANAGEMENT, LLC SENIOR MANAGING MEMBER indirect 1996-04-01 2008-01-24
OFFIT HALL CAPITAL MANAGEMENT LLC MEMBER indirect 2007-07-01 2008-03-28
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER indirect 1996-04-01 2009-03-18
FARALLON CAPITAL MANAGEMENT, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2010-02-10
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2011-03-31
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER (FCM) direct 1996-04-01 2012-08-07
HELLMAN & FRIEDMAN LLC MANAGING DIRECTOR direct 1986-01-01 2012-11-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NORTH STAR HEDGE FUND LP United States 805-5857593391 Hedge Fund 128,457,612 200,000

MCDONALD CAPITAL INVESTORS INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NORTH STAR HEDGE FUND LP United States 805-5857593391 Hedge Fund 128,457,612 200,000

MCDONALD CAPITAL INVESTORS INC

ownership team - last updated 2019-05-28
Name Title Start Date Direct/Indirect % Ownership
MCDONALD, ANDREW, J. PRESIDENT 07/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC PRESIDENT direct 1982-07-01
MCDONALD, TRENT, H. VICE PRESIDENT 01/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC VICE PRESIDENT direct 1986-01-01
UDALL, LINDA, M. CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
MCDONALD CAPITAL INVESTORS INC CHIEF OPERATIONS OFFICER direct 1995-01-01 2004-03-30
MCDONALD CAPITAL INVESTORS INC OPERATIONS OFFICER direct 1995-01-01 2005-03-22
MCDONALD CAPITAL INVESTORS INC COMPLIANCE OFFICER direct 2004-10-01 2005-04-14
STEYER, THOMAS, FAHR SHAREHOLDER 01/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
H&F ADMINISTRATION III, L.L.C. MEMBER direct 1994-12-01
H & F ADMINISTRATION IV LLC MEMBER direct 1994-12-01
H&F MANAGEMENT III LLC MEMBER direct 1994-12-01
H&F ASSOCIATES IV, L.L.C. MEMBER direct 1999-04-01
H&F INVESTORS IV LLC MEMBER direct 2000-02-01
H & F INVESTORS IV BERMUDA, L.P. LIMITED PARTNER direct 2001-11-01
HELLMAN & FRIEDMAN INVESTORS V, LLC MEMBER direct 2004-08-01
HELLMAN & FRIEDMAN ADMINISTRATION LLC MEMBER direct 2004-09-01
HELLMAN & FRIEDMAN INVESTORS V (CAYMAN) L.P. LIMITED PARTNER direct 2004-11-01
HALL CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2007-07-01
HALL CAPITAL PARTNERS LLC TRUSTEE indirect 2012-06-01
MCDONALD CAPITAL INVESTORS INC SHAREHOLDER direct 1994-01-01
LAUREL MANAGEMENT CO LLC MEMBER direct 1998-03-01 2002-03-28
H & F ASSOCIATES IV LLC MANAGER direct 1999-04-01 2003-10-10
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER direct 1994-11-01 2005-03-01
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1994-04-01 2006-06-14
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1996-04-01 2007-03-14
FARALLON CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING MEMBER direct 1996-04-01 2007-07-02
ARTISAN PARTNERS LIMITED PARTNERSHIP MANAGING MEMBER OF HELLMAN & FRIEDMAN INVESTORS V, LLC indirect 2004-06-01 2007-09-21
EXPLORADOR CAPITAL MANAGEMENT, LLC SENIOR MANAGING MEMBER indirect 1996-04-01 2008-01-24
OFFIT HALL CAPITAL MANAGEMENT LLC MEMBER indirect 2007-07-01 2008-03-28
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER indirect 1996-04-01 2009-03-18
FARALLON CAPITAL MANAGEMENT, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2010-02-10
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2011-03-31
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER (FCM) direct 1996-04-01 2012-08-07
HELLMAN & FRIEDMAN LLC MANAGING DIRECTOR direct 1986-01-01 2012-11-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NORTH STAR HEDGE FUND LP United States 805-5857593391 Hedge Fund 102,329,499 200,000

MCDONALD CAPITAL INVESTORS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MCDONALD, ANDREW, J. PRESIDENT 07/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC PRESIDENT direct 1982-07-01
MCDONALD, TRENT, H. VICE PRESIDENT 01/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC VICE PRESIDENT direct 1986-01-01
UDALL, LINDA, M. CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
MCDONALD CAPITAL INVESTORS INC CHIEF OPERATIONS OFFICER direct 1995-01-01 2004-03-30
MCDONALD CAPITAL INVESTORS INC OPERATIONS OFFICER direct 1995-01-01 2005-03-22
MCDONALD CAPITAL INVESTORS INC COMPLIANCE OFFICER direct 2004-10-01 2005-04-14
STEYER, THOMAS, FAHR SHAREHOLDER 01/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
H&F ADMINISTRATION III, L.L.C. MEMBER direct 1994-12-01
H & F ADMINISTRATION IV LLC MEMBER direct 1994-12-01
H&F MANAGEMENT III LLC MEMBER direct 1994-12-01
H&F ASSOCIATES IV, L.L.C. MEMBER direct 1999-04-01
H&F INVESTORS IV LLC MEMBER direct 2000-02-01
H & F INVESTORS IV BERMUDA, L.P. LIMITED PARTNER direct 2001-11-01
HELLMAN & FRIEDMAN INVESTORS V, LLC MEMBER direct 2004-08-01
HELLMAN & FRIEDMAN ADMINISTRATION LLC MEMBER direct 2004-09-01
HELLMAN & FRIEDMAN INVESTORS V (CAYMAN) L.P. LIMITED PARTNER direct 2004-11-01
HALL CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2007-07-01
HALL CAPITAL PARTNERS LLC TRUSTEE indirect 2012-06-01
MCDONALD CAPITAL INVESTORS INC SHAREHOLDER direct 1994-01-01
LAUREL MANAGEMENT CO LLC MEMBER direct 1998-03-01 2002-03-28
H & F ASSOCIATES IV LLC MANAGER direct 1999-04-01 2003-10-10
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER direct 1994-11-01 2005-03-01
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1994-04-01 2006-06-14
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1996-04-01 2007-03-14
FARALLON CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING MEMBER direct 1996-04-01 2007-07-02
ARTISAN PARTNERS LIMITED PARTNERSHIP MANAGING MEMBER OF HELLMAN & FRIEDMAN INVESTORS V, LLC indirect 2004-06-01 2007-09-21
EXPLORADOR CAPITAL MANAGEMENT, LLC SENIOR MANAGING MEMBER indirect 1996-04-01 2008-01-24
OFFIT HALL CAPITAL MANAGEMENT LLC MEMBER indirect 2007-07-01 2008-03-28
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER indirect 1996-04-01 2009-03-18
FARALLON CAPITAL MANAGEMENT, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2010-02-10
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2011-03-31
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER (FCM) direct 1996-04-01 2012-08-07
HELLMAN & FRIEDMAN LLC MANAGING DIRECTOR direct 1986-01-01 2012-11-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NORTH STAR HEDGE FUND LP United States 805-5857593391 Hedge Fund 102,329,499 200,000

MCDONALD CAPITAL INVESTORS INC

ownership team - last updated 2017-04-17
Name Title Start Date Direct/Indirect % Ownership
MCDONALD, ANDREW, J. PRESIDENT 07/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC PRESIDENT direct 1982-07-01
MCDONALD, TRENT, H. VICE PRESIDENT 01/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC VICE PRESIDENT direct 1986-01-01
UDALL, LINDA, M. CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD CAPITAL INVESTORS INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
MCDONALD CAPITAL INVESTORS INC CHIEF OPERATIONS OFFICER direct 1995-01-01 2004-03-30
MCDONALD CAPITAL INVESTORS INC OPERATIONS OFFICER direct 1995-01-01 2005-03-22
MCDONALD CAPITAL INVESTORS INC COMPLIANCE OFFICER direct 2004-10-01 2005-04-14
STEYER, THOMAS, FAHR SHAREHOLDER 01/01/1994 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
H&F ADMINISTRATION III, L.L.C. MEMBER direct 1994-12-01
H & F ADMINISTRATION IV LLC MEMBER direct 1994-12-01
H&F MANAGEMENT III LLC MEMBER direct 1994-12-01
H&F ASSOCIATES IV, L.L.C. MEMBER direct 1999-04-01
H&F INVESTORS IV LLC MEMBER direct 2000-02-01
H & F INVESTORS IV BERMUDA, L.P. LIMITED PARTNER direct 2001-11-01
HELLMAN & FRIEDMAN INVESTORS V, LLC MEMBER direct 2004-08-01
HELLMAN & FRIEDMAN ADMINISTRATION LLC MEMBER direct 2004-09-01
HELLMAN & FRIEDMAN INVESTORS V (CAYMAN) L.P. LIMITED PARTNER direct 2004-11-01
HALL CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2007-07-01
HALL CAPITAL PARTNERS LLC TRUSTEE indirect 2012-06-01
MCDONALD CAPITAL INVESTORS INC SHAREHOLDER direct 1994-01-01
LAUREL MANAGEMENT CO LLC MEMBER direct 1998-03-01 2002-03-28
H & F ASSOCIATES IV LLC MANAGER direct 1999-04-01 2003-10-10
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER direct 1994-11-01 2005-03-01
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1994-04-01 2006-06-14
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER indirect 1996-04-01 2007-03-14
FARALLON CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING MEMBER direct 1996-04-01 2007-07-02
ARTISAN PARTNERS LIMITED PARTNERSHIP MANAGING MEMBER OF HELLMAN & FRIEDMAN INVESTORS V, LLC indirect 2004-06-01 2007-09-21
EXPLORADOR CAPITAL MANAGEMENT, LLC SENIOR MANAGING MEMBER indirect 1996-04-01 2008-01-24
OFFIT HALL CAPITAL MANAGEMENT LLC MEMBER indirect 2007-07-01 2008-03-28
PRINCIPLED ASSET ADMINISTRATION, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER indirect 1996-04-01 2009-03-18
FARALLON CAPITAL MANAGEMENT, L.L.C. SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2010-02-10
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER direct 1996-04-01 2011-03-31
FARALLON CAPITAL MANAGEMENT, L.L.C. CO-SENIOR MANAGING MEMBER AND CO-MANAGING PARTNER (FCM) direct 1996-04-01 2012-08-07
HELLMAN & FRIEDMAN LLC MANAGING DIRECTOR direct 1986-01-01 2012-11-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NORTH STAR HEDGE FUND LLP United States 805-5857593391 Hedge Fund 90,083,119 200,000

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