Filed: 8/14/2025ACC: 0001308527-25-000004
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 $5.54B. 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
COM$5.54B100.0%
Portfolio Concentration
Top 3$1.01B18.3%
4β10$1.46B26.4%
11β25$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
SOLEShares869.81K
TypeSH
Market value$422.53M
7.63%
Sole
869.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares637.20K
TypeSH
Market value$316.95M
5.72%
Sole
637.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.54M
TypeSH
Market value$273.03M
4.93%
Sole
1.54M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.19M
TypeSH
Market value$261.16M
4.72%
Sole
1.19M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares187.56K
TypeSH
Market value$251.16M
4.54%
Sole
187.56K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.33M
TypeSH
Market value$217.60M
3.93%
Sole
2.33M
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares381.27K
TypeSH
Market value$214.25M
3.87%
Sole
381.27K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares194.26K
TypeSH
Market value$192.31M
3.47%
Sole
194.26K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares83.95K
TypeSH
Market value$167.68M
3.03%
Sole
83.95K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares102.65K
TypeSH
Market value$156.09M
2.82%
Sole
102.65K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares287.11K
TypeSH
Market value$145.99M
2.64%
Sole
287.11K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares698.53K
TypeSH
Market value$143.32M
2.59%
Sole
698.53K
Shared
0.00
None
0.00
AON PLC
SOLEShares397.09K
TypeSH
Market value$141.66M
2.56%
Sole
397.09K
Shared
0.00
None
0.00
FASTENAL CO COM
SOLEShares3.26M
TypeSH
Market value$136.98M
2.47%
Sole
3.26M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares391.18K
TypeSH
Market value$134.32M
2.43%
Sole
391.18K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGEMENT LT
SOLEShares2.40M
TypeSH
Market value$132.64M
2.40%
Sole
2.40M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares246.90K
TypeSH
Market value$130.19M
2.35%
Sole
246.90K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares230.29K
TypeSH
Market value$126.42M
2.28%
Sole
230.29K
Shared
0.00
None
0.00
COPART INC
SOLEShares2.45M
TypeSH
Market value$120.38M
2.17%
Sole
2.45M
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares211.93K
TypeSH
Market value$120.13M
2.17%
Sole
211.93K
Shared
0.00
None
0.00
CANADIAN NATIONAL RAILWAY CO
SOLEShares1.08M
TypeSH
Market value$112.09M
2.02%
Sole
1.08M
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORP
SOLEShares102.78K
TypeSH
Market value$108.58M
1.96%
Sole
102.78K
Shared
0.00
None
0.00
CIE FINANCIERE RICHEMONT SA
SOLEShares5.48M
TypeSH
Market value$103.13M
1.86%
Sole
5.48M
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares1.62M
TypeSH
Market value$101.62M
1.84%
Sole
1.62M
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares445K
TypeSH
Market value$98.35M
1.78%
Sole
445K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCSOLE | COM | 869.81K | SH | $422.53M 7.63% | 869.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 637.20K | SH | $316.95M 5.72% | 637.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 1.54M | SH | $273.03M 4.93% | 1.54M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.19M | SH | $261.16M 4.72% | 1.19M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 187.56K | SH | $251.16M 4.54% | 187.56K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.33M | SH | $217.60M 3.93% | 2.33M | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 381.27K | SH | $214.25M 3.87% | 381.27K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 194.26K | SH | $192.31M 3.47% | 194.26K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 83.95K | SH | $167.68M 3.03% | 83.95K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 102.65K | SH | $156.09M 2.82% | 102.65K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 287.11K | SH | $145.99M 2.64% | 287.11K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 698.53K | SH | $143.32M 2.59% | 698.53K | 0.00 | 0.00 |
AON PLCSOLE | COM | 397.09K | SH | $141.66M 2.56% | 397.09K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 3.26M | SH | $136.98M 2.47% | 3.26M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 391.18K | SH | $134.32M 2.43% | 391.18K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGEMENT LTSOLE | COM | 2.40M | SH | $132.64M 2.40% | 2.40M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 246.90K | SH | $130.19M 2.35% | 246.90K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 230.29K | SH | $126.42M 2.28% | 230.29K | 0.00 | 0.00 |
COPART INCSOLE | COM | 2.45M | SH | $120.38M 2.17% | 2.45M | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 211.93K | SH | $120.13M 2.17% | 211.93K | 0.00 | 0.00 |
CANADIAN NATIONAL RAILWAY COSOLE | COM | 1.08M | SH | $112.09M 2.02% | 1.08M | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPSOLE | COM | 102.78K | SH | $108.58M 1.96% | 102.78K | 0.00 | 0.00 |
CIE FINANCIERE RICHEMONT SASOLE | COM | 5.48M | SH | $103.13M 1.86% | 5.48M | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 1.62M | SH | $101.62M 1.84% | 1.62M | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 445K | SH | $98.35M 1.78% | 445K | 0.00 | 0.00 |
Page 1 of 12
β¦