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 303 equity positions with a total reported market value of $5.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

303
Positions
$5.46B
Total AUM (reported)
39.41M
Total Shares

Allocation by class

TOTAL AUM$5.46B303 positions
COM$5.46B100.0%

Portfolio Concentration

Top 319.7%4–1024.1%11–2531.0%Rest25.3%TOP 1043.7%0%100%
Top 3$1.07B19.7%
4–10$1.31B24.1%
11–25$1.69B31.0%
Rest$1.38B25.3%

Top 3 weight

19.7%

Top 10 weight

43.7%

Voting Authority Distribution

Total shares with voting rights: 39.41M

Sole

Full voting authority

39.41M

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

SOLE
COM
Shares874.97K
TypeSH
Market value$419.29M
7.68%
Sole
874.97K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
COM
Shares1.36M
TypeSH
Market value$390.78M
7.16%
Sole
1.36M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares715.01K
TypeSH
Market value$264.68M
4.85%
Sole
715.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.24M
TypeSH
Market value$257.26M
4.71%
Sole
1.24M
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
COM
Shares377.29K
TypeSH
Market value$188.52M
3.45%
Sole
377.29K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORP

SOLE
COM
Shares188.81K
TypeSH
Market value$188.14M
3.44%
Sole
188.81K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares722.63K
TypeSH
Market value$183.40M
3.36%
Sole
722.63K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares321.03K
TypeSH
Market value$180.84M
3.31%
Sole
321.03K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.25M
TypeSH
Market value$161.82M
2.96%
Sole
2.25M
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares80.50K
TypeSH
Market value$154.08M
2.82%
Sole
80.50K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares3.12M
TypeSH
Market value$144.59M
2.65%
Sole
3.12M
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares219.07K
TypeSH
Market value$128.96M
2.36%
Sole
219.07K
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORP

SOLE
COM
Shares268.89K
TypeSH
Market value$127.60M
2.34%
Sole
268.89K
Shared
0.00
None
0.00

AON PLC

SOLE
COM
Shares394.54K
TypeSH
Market value$127.35M
2.33%
Sole
394.54K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
COM
Shares419.01K
TypeSH
Market value$120.49M
2.21%
Sole
419.01K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares102.80K
TypeSH
Market value$119.14M
2.18%
Sole
102.80K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares370.12K
TypeSH
Market value$118.64M
2.17%
Sole
370.12K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares1.23M
TypeSH
Market value$117.95M
2.16%
Sole
1.23M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares254.54K
TypeSH
Market value$108.27M
1.98%
Sole
254.54K
Shared
0.00
None
0.00

Linde PLC

SOLE
COM
Shares211.49K
TypeSH
Market value$104.85M
1.92%
Sole
211.49K
Shared
0.00
None
0.00

CANADIAN NATIONAL RAILWAY CO

SOLE
COM
Shares954.29K
TypeSH
Market value$98.07M
1.80%
Sole
954.29K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP

SOLE
COM
Shares1.33M
TypeSH
Market value$96.67M
1.77%
Sole
1.33M
Shared
0.00
None
0.00

LONDON STOCK EXCHANGE GROUP AD

SOLE
COM
Shares3.15M
TypeSH
Market value$94.00M
1.72%
Sole
3.15M
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT LT

SOLE
COM
Shares2.11M
TypeSH
Market value$93.49M
1.71%
Sole
2.11M
Shared
0.00
None
0.00

CIE FINANCIERE RICHEMONT SA

SOLE
COM
Shares5.23M
TypeSH
Market value$92.40M
1.69%
Sole
5.23M
Shared
0.00
None
0.00
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DOUGLASS WINTHROP ADVISORS, LLC 13F Holdings β€” 303 Positions | Finecho