Filed: 5/14/2025ACC: 0001308527-25-000003
π What this filing means
DOUGLASS WINTHROP ADVISORS, LLC filed this quarterly 13FβHR 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
COM$5.26B100.0%
Portfolio Concentration
Top 3$924.06M17.6%
4β10$1.26B24.0%
11β25$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
SOLEShares865.86K
TypeSH
Market value$461.14M
8.77%
Sole
865.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares625.77K
TypeSH
Market value$234.91M
4.47%
Sole
625.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.46M
TypeSH
Market value$228.01M
4.34%
Sole
1.46M
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares379.49K
TypeSH
Market value$208.01M
3.96%
Sole
379.49K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.08M
TypeSH
Market value$205.23M
3.90%
Sole
1.08M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares194.45K
TypeSH
Market value$183.91M
3.50%
Sole
194.45K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares192.28K
TypeSH
Market value$179.31M
3.41%
Sole
192.28K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.32M
TypeSH
Market value$168.92M
3.21%
Sole
2.32M
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares726.78K
TypeSH
Market value$161.44M
3.07%
Sole
726.78K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares83.67K
TypeSH
Market value$156.43M
2.98%
Sole
83.67K
Shared
0.00
None
0.00
AON PLC
SOLEShares367.70K
TypeSH
Market value$146.75M
2.79%
Sole
367.70K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares101.71K
TypeSH
Market value$140.70M
2.68%
Sole
101.71K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares387.09K
TypeSH
Market value$135.17M
2.57%
Sole
387.09K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORP
SOLEShares99.49K
TypeSH
Market value$131.82M
2.51%
Sole
99.49K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares279.73K
TypeSH
Market value$131.29M
2.50%
Sole
279.73K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGEMENT LT
SOLEShares2.67M
TypeSH
Market value$129.34M
2.46%
Sole
2.67M
Shared
0.00
None
0.00
FASTENAL CO COM
SOLEShares1.62M
TypeSH
Market value$125.94M
2.40%
Sole
1.62M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares244.80K
TypeSH
Market value$124.38M
2.37%
Sole
244.80K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares209.24K
TypeSH
Market value$123.36M
2.35%
Sole
209.24K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares222.44K
TypeSH
Market value$106.36M
2.02%
Sole
222.44K
Shared
0.00
None
0.00
CANADIAN NATIONAL RAILWAY CO
SOLEShares1.05M
TypeSH
Market value$102.78M
1.96%
Sole
1.05M
Shared
0.00
None
0.00
NESTLE S A
SOLEShares1.01M
TypeSH
Market value$102.30M
1.95%
Sole
1.01M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares435.93K
TypeSH
Market value$99.85M
1.90%
Sole
435.93K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares1.63M
TypeSH
Market value$95.31M
1.81%
Sole
1.63M
Shared
0.00
None
0.00
CIE FINANCIERE RICHEMONT SA
SOLEShares5.36M
TypeSH
Market value$93.04M
1.77%
Sole
5.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCSOLE | COM | 865.86K | SH | $461.14M 8.77% | 865.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 625.77K | SH | $234.91M 4.47% | 625.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 1.46M | SH | $228.01M 4.34% | 1.46M | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 379.49K | SH | $208.01M 3.96% | 379.49K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.08M | SH | $205.23M 3.90% | 1.08M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 194.45K | SH | $183.91M 3.50% | 194.45K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 192.28K | SH | $179.31M 3.41% | 192.28K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.32M | SH | $168.92M 3.21% | 2.32M | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 726.78K | SH | $161.44M 3.07% | 726.78K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 83.67K | SH | $156.43M 2.98% | 83.67K | 0.00 | 0.00 |
AON PLCSOLE | COM | 367.70K | SH | $146.75M 2.79% | 367.70K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 101.71K | SH | $140.70M 2.68% | 101.71K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 387.09K | SH | $135.17M 2.57% | 387.09K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPSOLE | COM | 99.49K | SH | $131.82M 2.51% | 99.49K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 279.73K | SH | $131.29M 2.50% | 279.73K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGEMENT LTSOLE | COM | 2.67M | SH | $129.34M 2.46% | 2.67M | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 1.62M | SH | $125.94M 2.40% | 1.62M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 244.80K | SH | $124.38M 2.37% | 244.80K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 209.24K | SH | $123.36M 2.35% | 209.24K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 222.44K | SH | $106.36M 2.02% | 222.44K | 0.00 | 0.00 |
CANADIAN NATIONAL RAILWAY COSOLE | COM | 1.05M | SH | $102.78M 1.96% | 1.05M | 0.00 | 0.00 |
NESTLE S ASOLE | COM | 1.01M | SH | $102.30M 1.95% | 1.01M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 435.93K | SH | $99.85M 1.90% | 435.93K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 1.63M | SH | $95.31M 1.81% | 1.63M | 0.00 | 0.00 |
CIE FINANCIERE RICHEMONT SASOLE | COM | 5.36M | SH | $93.04M 1.77% | 5.36M | 0.00 | 0.00 |
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