Institutions / Douglass Winthrop Advisors, LLC

Douglass Winthrop Advisors, LLC

CIK 1308527 · Institution · as of Mar 31, 2026
Portfolio value
$5.46B
Positions
303
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$5.46B-4.5%
$5.72B$5.59B$5.46BQ4 '25Q1 '26

Positions

303-1.3%
307305303Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 303 →
CompanyClassValueShares% of portfolio
Warren E. Buffett$419.29M874,9707.7%
Alphabet Inc$390.78M1,362,2787.2%
Microsoft Corp$264.68M715,0134.8%
Amazon.com Inc$257.26M1,235,2314.7%
Mastercard Inc$188.52M377,2943.5%
Costco Wholesale Corp$188.14M188,8143.4%
Apple Inc.$183.40M722,6353.4%
Deere & Co$180.84M321,0343.3%
Uber Technologies Inc$161.82M2,249,7403.0%
Markel Group Inc$154.08M80,4982.8%
Fastenal Co$144.59M3,116,1462.6%
Martin Marietta Materials Inc$128.96M219,0732.4%
Texas Pacific Land Corp$127.60M268,8862.3%
Aon PLC$127.35M394,5362.3%
Alphabet Inc.$120.49M419,0112.2%
TransDigm Group Inc.$119.14M102,8032.2%
Sherwin Williams Co$118.64M370,1222.2%
Netflix Inc$117.95M1,226,7532.2%
S&P Global Inc$108.27M254,5422.0%
Linde PLC$104.85M211,4901.9%
Canadian National Railway Co$98.07M954,2951.8%
Monster Beverage Corp$96.67M1,334,0761.8%
London Stock Exchange Group Ad$94.00M3,151,1401.7%
Brookfield Asset Management Lt$93.49M2,109,2431.7%
Cie Financiere Richemont SA$92.40M5,229,3181.7%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
New54211Y107$94.00M+3.2M
3,151,140
1.72% of portfolio
high
Q1 2026
as of
Newn3167y103$84.08M+253K
252,533
1.54% of portfolio
high
Q1 2026
as of
TrimTractor Supply Co /De$-70.66M-1.6M
-97.19%
45,109
0.04% of portfolio
high
Q1 2026
as of
TrimCoupang, Inc.$-50.26M-2.7M
-88.53%
344,980
0.12% of portfolio
high
Q1 2026
as of
Add64110l106$40.51M+421K
+52.32%
1,226,753
2.16% of portfolio
medium
Q1 2026
as of
AddCopart Inc$39.16M+1.2M
+306.13%
1,564,642
0.95% of portfolio
medium
Q1 2026
as of
Trim88262p102$-29.54M-62K
-18.80%
268,886
2.34% of portfolio
medium
Q1 2026
as of
Trim02079k107$-28.58M-100K
-6.81%
1,362,278
7.16% of portfolio
medium
Q1 2026
as of
Trim61174x109$-16.03M-221K
-14.22%
1,334,076
1.77% of portfolio
medium
Q1 2026
as of
Trim641069406$-9.93M-100K
-10.50%
854,265
1.55% of portfolio
medium