Douglass Winthrop Advisors, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | 54211Y107 | $94.00M |
| New | n3167y103 | $84.08M |
| Trimmed | TRACTOR SUPPLY CO /DE | $70.66M |
| Trimmed | Coupang, Inc. | $50.26M |
| Added | 64110l106 | $40.51M |
| Added | Copart Inc | $39.16M |
| Trimmed | 88262p102 | $29.54M |
| Trimmed | 02079k107 | $28.58M |
| Trimmed | 61174x109 | $16.03M |
| Trimmed | 641069406 | $9.93M |
| Trimmed | 113004105 | $7.67M |
| Added | 78409v104 | $7.13M |
| Added | MICROSOFT CORP | $7.08M |
| Added | Amazon.com Inc | $6.92M |
| Trimmed | Alphabet Inc. | $6.76M |
| Added | Mettler-Toledo International Inc | $6.28M |
| Trimmed | 136375102 | $5.06M |
| Added | LINDE PLC | $3.73M |
| Trimmed | SHERWIN WILLIAMS CO | $3.47M |
| Trimmed | N07059210 | $3.40M |
| Added | NVIDIA Corp | $2.89M |
| Trimmed | Markel Group Inc | $2.76M |
| Trimmed | 78462F103 | $2.71M |
| Trimmed | MARTIN MARIETTA MATERIALS INC | $2.68M |
| Trimmed | Apple Inc. | $2.48M |
| Trimmed | 22160k105 | $2.30M |
| Trimmed | 204319107 | $2.21M |
| Trimmed | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $2.03M |
| Trimmed | Warren E. Buffett | $1.96M |
| Added | Verisk Analytics, Inc. | $1.83M |
| Trimmed | 58933y105 | $1.80M |
| Added | 237545108 | $1.63M |
| Added | 927320101 | $1.59M |
| Trimmed | Fastenal Co | $1.55M |
| Added | 58155q103 | $1.48M |
| Added | 084670108 | $1.44M |
| Added | INTUIT INC. | $1.40M |
| Added | NORFOLK SOUTHERN CORP | $1.38M |
| Added | Union Pacific Corp | $1.38M |
| Added | SYNOPSYS INC | $1.17M |
| Added | TransDigm Group Inc. | $1.12M |
| Trimmed | JOHNSON & JOHNSON | $1.10M |
| Trimmed | NIKE, Inc. | $1.06M |
| Trimmed | 05565a202 | $1.04M |
| Trimmed | 03027x100 | $1.03M |
| Trimmed | AMERICAN EXPRESS CO | $999.1K |
| New | StubHub Holdings, Inc. | $990.0K |
| Trimmed | 90353t100 | $967.9K |
| Trimmed | 464287200 | $755.1K |
| Trimmed | Chipotle Mexican Grill Inc | $715.8K |