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 $5.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

282
Positions
$5.54B
Total AUM (reported)
37.88M
Total Shares

Allocation by class

TOTAL AUM$5.54B282 positions
COM$5.54B100.0%

Portfolio Concentration

Top 318.3%4–1026.4%11–2533.5%Rest21.8%TOP 1044.7%0%100%
Top 3$1.01B18.3%
4–10$1.46B26.4%
11–25$1.86B33.5%
Rest$1.21B21.8%

Top 3 weight

18.3%

Top 10 weight

44.7%

Voting Authority Distribution

Total shares with voting rights: 37.88M

Sole

Full voting authority

37.88M

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
Shares869.81K
TypeSH
Market value$422.53M
7.63%
Sole
869.81K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares637.20K
TypeSH
Market value$316.95M
5.72%
Sole
637.20K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
COM
Shares1.54M
TypeSH
Market value$273.03M
4.93%
Sole
1.54M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.19M
TypeSH
Market value$261.16M
4.72%
Sole
1.19M
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares187.56K
TypeSH
Market value$251.16M
4.54%
Sole
187.56K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.33M
TypeSH
Market value$217.60M
3.93%
Sole
2.33M
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
COM
Shares381.27K
TypeSH
Market value$214.25M
3.87%
Sole
381.27K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORP

SOLE
COM
Shares194.26K
TypeSH
Market value$192.31M
3.47%
Sole
194.26K
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares83.95K
TypeSH
Market value$167.68M
3.03%
Sole
83.95K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares102.65K
TypeSH
Market value$156.09M
2.82%
Sole
102.65K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares287.11K
TypeSH
Market value$145.99M
2.64%
Sole
287.11K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares698.53K
TypeSH
Market value$143.32M
2.59%
Sole
698.53K
Shared
0.00
None
0.00

AON PLC

SOLE
COM
Shares397.09K
TypeSH
Market value$141.66M
2.56%
Sole
397.09K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares3.26M
TypeSH
Market value$136.98M
2.47%
Sole
3.26M
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares391.18K
TypeSH
Market value$134.32M
2.43%
Sole
391.18K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT LT

SOLE
COM
Shares2.40M
TypeSH
Market value$132.64M
2.40%
Sole
2.40M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares246.90K
TypeSH
Market value$130.19M
2.35%
Sole
246.90K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares230.29K
TypeSH
Market value$126.42M
2.28%
Sole
230.29K
Shared
0.00
None
0.00

COPART INC

SOLE
COM
Shares2.45M
TypeSH
Market value$120.38M
2.17%
Sole
2.45M
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares211.93K
TypeSH
Market value$120.13M
2.17%
Sole
211.93K
Shared
0.00
None
0.00

CANADIAN NATIONAL RAILWAY CO

SOLE
COM
Shares1.08M
TypeSH
Market value$112.09M
2.02%
Sole
1.08M
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORP

SOLE
COM
Shares102.78K
TypeSH
Market value$108.58M
1.96%
Sole
102.78K
Shared
0.00
None
0.00

CIE FINANCIERE RICHEMONT SA

SOLE
COM
Shares5.48M
TypeSH
Market value$103.13M
1.86%
Sole
5.48M
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP

SOLE
COM
Shares1.62M
TypeSH
Market value$101.62M
1.84%
Sole
1.62M
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares445K
TypeSH
Market value$98.35M
1.78%
Sole
445K
Shared
0.00
None
0.00
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DOUGLASS WINTHROP ADVISORS, LLC 13F Holdings β€” 282 Positions | Finecho