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 307 equity positions with a total reported market value of $5.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

307
Positions
$5.72B
Total AUM (reported)
39.19M
Total Shares

Allocation by class

TOTAL AUM$5.72B307 positions
COM$5.72B100.0%

Portfolio Concentration

Top 321.6%4–1023.9%11–2530.6%Rest23.9%TOP 1045.5%0%100%
Top 3$1.24B21.6%
4–10$1.37B23.9%
11–25$1.75B30.6%
Rest$1.37B23.9%

Top 3 weight

21.6%

Top 10 weight

45.5%

Voting Authority Distribution

Total shares with voting rights: 39.19M

Sole

Full voting authority

39.19M

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)

Sole307
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings307
Rows:

ALPHABET INC

SOLE
COM
Shares1.46M
TypeSH
Market value$458.75M
8.02%
Sole
1.46M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC

SOLE
COM
Shares879.06K
TypeSH
Market value$441.86M
7.72%
Sole
879.06K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares695.88K
TypeSH
Market value$336.54M
5.88%
Sole
695.88K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.20M
TypeSH
Market value$277.45M
4.85%
Sole
1.20M
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
COM
Shares378.15K
TypeSH
Market value$215.88M
3.77%
Sole
378.15K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares732.42K
TypeSH
Market value$199.12M
3.48%
Sole
732.42K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.26M
TypeSH
Market value$184.93M
3.23%
Sole
2.26M
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares81.94K
TypeSH
Market value$176.14M
3.08%
Sole
81.94K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORP

SOLE
COM
Shares191.12K
TypeSH
Market value$164.81M
2.88%
Sole
191.12K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares321.02K
TypeSH
Market value$149.46M
2.61%
Sole
321.02K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares223.63K
TypeSH
Market value$139.25M
2.43%
Sole
223.63K
Shared
0.00
None
0.00

AON PLC

SOLE
COM
Shares392.62K
TypeSH
Market value$138.55M
2.42%
Sole
392.62K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
COM
Shares442.52K
TypeSH
Market value$138.51M
2.42%
Sole
442.52K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares101.84K
TypeSH
Market value$135.43M
2.37%
Sole
101.84K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares3.15M
TypeSH
Market value$126.39M
2.21%
Sole
3.15M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares237.77K
TypeSH
Market value$124.26M
2.17%
Sole
237.77K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares380.94K
TypeSH
Market value$123.44M
2.16%
Sole
380.94K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT LT

SOLE
COM
Shares2.28M
TypeSH
Market value$119.72M
2.09%
Sole
2.28M
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP

SOLE
COM
Shares1.56M
TypeSH
Market value$119.24M
2.08%
Sole
1.56M
Shared
0.00
None
0.00

CIE FINANCIERE RICHEMONT SA

SOLE
COM
Shares5.35M
TypeSH
Market value$115.28M
2.02%
Sole
5.35M
Shared
0.00
None
0.00

CANADIAN NATIONAL RAILWAY CO

SOLE
COM
Shares1M
TypeSH
Market value$99.20M
1.73%
Sole
1M
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORP

SOLE
COM
Shares331.13K
TypeSH
Market value$95.11M
1.66%
Sole
331.13K
Shared
0.00
None
0.00

NESTLE S A

SOLE
COM
Shares954.47K
TypeSH
Market value$94.28M
1.65%
Sole
954.47K
Shared
0.00
None
0.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares206.08K
TypeSH
Market value$91.73M
1.60%
Sole
206.08K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares508.88K
TypeSH
Market value$89.34M
1.56%
Sole
508.88K
Shared
0.00
None
0.00
Page 1 of 13
…
DOUGLASS WINTHROP ADVISORS, LLC 13F Holdings β€” 307 Positions | Finecho