DOUGLASS WINTHROP ADVISORS, LLC

PrivateCIK: 1308527
Location

NEW YORK, NY

πŸ“‹ What this filing means

DOUGLASS WINTHROP ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 282 equity positions with a total reported market value of $5.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

282
Positions
$5.26B
Total AUM (reported)
38.87M
Total Shares

Allocation by class

TOTAL AUM$5.26B282 positions
COM$5.26B100.0%

Portfolio Concentration

Top 317.6%4–1024.0%11–2534.0%Rest24.4%TOP 1041.6%0%100%
Top 3$924.06M17.6%
4–10$1.26B24.0%
11–25$1.79B34.0%
Rest$1.28B24.4%

Top 3 weight

17.6%

Top 10 weight

41.6%

Voting Authority Distribution

Total shares with voting rights: 38.87M

Sole

Full voting authority

38.87M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole282
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings282
Rows:

BERKSHIRE HATHAWAY INC

SOLE
COM
Shares865.86K
TypeSH
Market value$461.14M
8.77%
Sole
865.86K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares625.77K
TypeSH
Market value$234.91M
4.47%
Sole
625.77K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
COM
Shares1.46M
TypeSH
Market value$228.01M
4.34%
Sole
1.46M
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
COM
Shares379.49K
TypeSH
Market value$208.01M
3.96%
Sole
379.49K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.08M
TypeSH
Market value$205.23M
3.90%
Sole
1.08M
Shared
0.00
None
0.00

COSTCO WHOLESALE CORP

SOLE
COM
Shares194.45K
TypeSH
Market value$183.91M
3.50%
Sole
194.45K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares192.28K
TypeSH
Market value$179.31M
3.41%
Sole
192.28K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.32M
TypeSH
Market value$168.92M
3.21%
Sole
2.32M
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares726.78K
TypeSH
Market value$161.44M
3.07%
Sole
726.78K
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares83.67K
TypeSH
Market value$156.43M
2.98%
Sole
83.67K
Shared
0.00
None
0.00

AON PLC

SOLE
COM
Shares367.70K
TypeSH
Market value$146.75M
2.79%
Sole
367.70K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares101.71K
TypeSH
Market value$140.70M
2.68%
Sole
101.71K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares387.09K
TypeSH
Market value$135.17M
2.57%
Sole
387.09K
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORP

SOLE
COM
Shares99.49K
TypeSH
Market value$131.82M
2.51%
Sole
99.49K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares279.73K
TypeSH
Market value$131.29M
2.50%
Sole
279.73K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT LT

SOLE
COM
Shares2.67M
TypeSH
Market value$129.34M
2.46%
Sole
2.67M
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares1.62M
TypeSH
Market value$125.94M
2.40%
Sole
1.62M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares244.80K
TypeSH
Market value$124.38M
2.37%
Sole
244.80K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares209.24K
TypeSH
Market value$123.36M
2.35%
Sole
209.24K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares222.44K
TypeSH
Market value$106.36M
2.02%
Sole
222.44K
Shared
0.00
None
0.00

CANADIAN NATIONAL RAILWAY CO

SOLE
COM
Shares1.05M
TypeSH
Market value$102.78M
1.96%
Sole
1.05M
Shared
0.00
None
0.00

NESTLE S A

SOLE
COM
Shares1.01M
TypeSH
Market value$102.30M
1.95%
Sole
1.01M
Shared
0.00
None
0.00

BECTON DICKINSON & CO

SOLE
COM
Shares435.93K
TypeSH
Market value$99.85M
1.90%
Sole
435.93K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP

SOLE
COM
Shares1.63M
TypeSH
Market value$95.31M
1.81%
Sole
1.63M
Shared
0.00
None
0.00

CIE FINANCIERE RICHEMONT SA

SOLE
COM
Shares5.36M
TypeSH
Market value$93.04M
1.77%
Sole
5.36M
Shared
0.00
None
0.00
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DOUGLASS WINTHROP ADVISORS, LLC 13F Holdings β€” 282 Positions | Finecho