Filed: 11/13/2025ACC: 0001308527-25-000007
π What this filing means
DOUGLASS WINTHROP ADVISORS, LLC filed this quarterly 13FβHR report disclosing 303 equity positions with a total reported market value of $5.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
303
Positions
$5.74B
Total AUM (reported)
39.12M
Total Shares
Allocation by class
COM$5.74B100.0%
Portfolio Concentration
Top 3$1.15B20.1%
4β10$1.40B24.4%
11β25$1.85B32.3%
Rest$1.33B23.2%
Top 3 weight
20.1%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 39.12M
Sole
Full voting authority
39.12M
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)
Sole303
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings303
Rows:
BERKSHIRE HATHAWAY INC
SOLEShares884.80K
TypeSH
Market value$444.83M
7.75%
Sole
884.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.51M
TypeSH
Market value$368.39M
6.42%
Sole
1.51M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares658K
TypeSH
Market value$340.81M
5.94%
Sole
658K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.21M
TypeSH
Market value$266.25M
4.64%
Sole
1.21M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.32M
TypeSH
Market value$226.89M
3.95%
Sole
2.32M
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares386.61K
TypeSH
Market value$219.91M
3.83%
Sole
386.61K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares736.40K
TypeSH
Market value$187.51M
3.27%
Sole
736.40K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares194.34K
TypeSH
Market value$179.88M
3.13%
Sole
194.34K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares84.24K
TypeSH
Market value$161.01M
2.80%
Sole
84.24K
Shared
0.00
None
0.00
FASTENAL CO COM
SOLEShares3.24M
TypeSH
Market value$158.68M
2.76%
Sole
3.24M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares125.19K
TypeSH
Market value$150.09M
2.61%
Sole
125.19K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares232.23K
TypeSH
Market value$146.37M
2.55%
Sole
232.23K
Shared
0.00
None
0.00
AON PLC
SOLEShares401.90K
TypeSH
Market value$143.31M
2.50%
Sole
401.90K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares309.43K
TypeSH
Market value$141.49M
2.46%
Sole
309.43K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares104.31K
TypeSH
Market value$137.49M
2.39%
Sole
104.31K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares391.59K
TypeSH
Market value$135.59M
2.36%
Sole
391.59K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGEMENT LT
SOLEShares2.37M
TypeSH
Market value$134.77M
2.35%
Sole
2.37M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares245.46K
TypeSH
Market value$119.47M
2.08%
Sole
245.46K
Shared
0.00
None
0.00
COPART INC
SOLEShares2.57M
TypeSH
Market value$115.51M
2.01%
Sole
2.57M
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares1.62M
TypeSH
Market value$109.19M
1.90%
Sole
1.62M
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares216.13K
TypeSH
Market value$107.78M
1.88%
Sole
216.13K
Shared
0.00
None
0.00
CIE FINANCIERE RICHEMONT SA
SOLEShares5.51M
TypeSH
Market value$105.35M
1.83%
Sole
5.51M
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares424.42K
TypeSH
Market value$103.18M
1.80%
Sole
424.42K
Shared
0.00
None
0.00
CANADIAN NATIONAL RAILWAY CO
SOLEShares1.09M
TypeSH
Market value$102.34M
1.78%
Sole
1.09M
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORP
SOLEShares109.01K
TypeSH
Market value$101.78M
1.77%
Sole
109.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCSOLE | COM | 884.80K | SH | $444.83M 7.75% | 884.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 1.51M | SH | $368.39M 6.42% | 1.51M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 658K | SH | $340.81M 5.94% | 658K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.21M | SH | $266.25M 4.64% | 1.21M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.32M | SH | $226.89M 3.95% | 2.32M | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 386.61K | SH | $219.91M 3.83% | 386.61K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 736.40K | SH | $187.51M 3.27% | 736.40K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 194.34K | SH | $179.88M 3.13% | 194.34K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 84.24K | SH | $161.01M 2.80% | 84.24K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 3.24M | SH | $158.68M 2.76% | 3.24M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 125.19K | SH | $150.09M 2.61% | 125.19K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 232.23K | SH | $146.37M 2.55% | 232.23K | 0.00 | 0.00 |
AON PLCSOLE | COM | 401.90K | SH | $143.31M 2.50% | 401.90K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 309.43K | SH | $141.49M 2.46% | 309.43K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 104.31K | SH | $137.49M 2.39% | 104.31K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 391.59K | SH | $135.59M 2.36% | 391.59K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGEMENT LTSOLE | COM | 2.37M | SH | $134.77M 2.35% | 2.37M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 245.46K | SH | $119.47M 2.08% | 245.46K | 0.00 | 0.00 |
COPART INCSOLE | COM | 2.57M | SH | $115.51M 2.01% | 2.57M | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 1.62M | SH | $109.19M 1.90% | 1.62M | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 216.13K | SH | $107.78M 1.88% | 216.13K | 0.00 | 0.00 |
CIE FINANCIERE RICHEMONT SASOLE | COM | 5.51M | SH | $105.35M 1.83% | 5.51M | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | COM | 424.42K | SH | $103.18M 1.80% | 424.42K | 0.00 | 0.00 |
CANADIAN NATIONAL RAILWAY COSOLE | COM | 1.09M | SH | $102.34M 1.78% | 1.09M | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPSOLE | COM | 109.01K | SH | $101.78M 1.77% | 109.01K | 0.00 | 0.00 |
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