Douglass Winthrop Advisors, LLC — 13F Holdings & Portfolio
CIK 1308527 · latest 13F-HR filed 2026-08-13
Douglass Winthrop Advisors, LLC manages $5.80B in 13F-reported U.S. long-equity assets across 308 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (8.03%), BRK.B (7.82%), AMZN (5.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions and exited 20; 157 existing positions rose in reported value and 62 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$5.80B
Long-equity book
Holdings
308
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+25 / −20 / ↑157 / ↓62
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26GOOG8.0% · -3%BRK.B7.8% · +4%AMZN5.1% · +0%MSFT5.0% · +10%AAPL3.6% · +1%DE3.5% · -0%MA3.5% · +3%COST3.0% · -0%UBER2.8% · 0%MKL2.7% · -0%GOOGL2.7% · +3%FAST2.6% · -0%TDG2.4% · +2%AON2.3% · +2%MNST2.2% · -2%MLM2.2% · -1%SHW2.2% · -2%FINS2.1% · newSPGI2.0% · +12%LIN1.9% · +2%CNI1.9% · -2%RACE1.9% · +18%TPL1.8% · -10%NFLX1.8% · +20%BAM1.6% · -1%LSEGY1.6% · +6%TSM1.5% · +258%MTD1.5% · +31%BRK.A1.4% · +1%NSRGY0.9% · -42%AXP0.8% · +0%PG0.7% · +4%MRK0.6% · -0%CPRT0.6% · -23%TT0.5% · -0%LLY0.5% · +126%JNJ0.5% · +1%NVDA0.4% · +4%JPM0.4% · +3%ASML0.3% · -5%V0.3% · -0%AMT0.3% · -77%DOV0.3% · 0%XOM0.3% · +2%ABBV0.3% · +16%SPY0.2% · +13%TMO0.2% · +1%SBGSF0.2% · newKO0.2% · -2%UNP0.2% · +3%DHR0.2% · 0%TJX0.2% · +1%WMT0.2% · +34%WM0.2% · -0%HD0.2% · +18%URI0.2% · -2%CAT0.2% · 0%MELI0.2% · +5%ADP0.2% · +54%VOO0.1% · +25%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 45.1%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 24, 2026.
Assets Under Management
$6.46B
Discretionary
$6.46B
Employees
34
Accounts
2,385
Address
521 FIFTH AVENUE
19TH FLOOR
NEW YORK, NY 10175
19TH FLOOR
NEW YORK, NY 10175
Phone
(212) 557-7680
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DEGADY, SONNY Control | CHIEF FINANCIAL OFFICER since Jan 2019 | Less than 5% | Individual |
| DOUGLASS, ROBERT, ROYAL Control | PRINCIPAL, MEMBER since Oct 1999 | 10–25% | Individual |
| HIGHET, LEA, PAINE Control | PRINCIPAL, MEMBER since Jan 2005 | 5–10% | Individual |
| HOWARD, CHARLES, TAYLOR Control | PRINCIPAL, MEMBER since Mar 2004 | 5–10% | Individual |
| HUGHES, TIMOTHY, JAMES Control | PRINCIPAL / CHIEF COMPLIANCE OFFICER since Apr 2016 | Less than 5% | Individual |
| KUDU INVESTMENT US, LLC Control | MEMBER CLASS I INTERESTS since Sep 2021 | 25–50% | Domestic Entity |
| OBRIEN, DANIEL, BRYCE Control | PRINCIPAL, MEMBER since Nov 2024 | 5–10% | Individual |
| STRAWBRIDGE, WELSH, OAK Control | PRINCIPAL, MEMBER since Nov 2024 | 5–10% | Individual |
| WEINBERG, ANDREW, STEVEN Control | PRINCIPAL / CHIEF OPERATING OFFICER since Jul 2021 | Less than 5% | Individual |
| WINTHROP, JOHN Control | PRINCIPAL, MEMBER since Oct 1999 | 10–25% | Individual |
| KUDU INVESTMENT HOLDINGS, LLC Control Indirect owner via KUDU INVESTMENT US, LLC | MEMBER since Dec 2019 | 75% or more | Domestic Entity |
| KUDU INVESTMENT MANAGEMENT, LLC Control Indirect owner via KUDU INVESTMENT HOLDINGS, LLC | MEMBER since Dec 2019 | 75% or more | Domestic Entity |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. Control Indirect owner via WM HINSON (BERMUDA), LTD. | SHAREHOLDER since Oct 2020 | 75% or more | Foreign Entity |
| WM HINSON (BERMUDA), LTD. Control Indirect owner via WM INTERNATIONAL HOLDINGS LTD. | SHAREHOLDER since Jan 2023 | 75% or more | Foreign Entity |
| WM INTERNATIONAL HOLDINGS LTD. Control Indirect owner via WM REGENT LTD | SHAREHOLDER since Oct 2020 | 75% or more | Foreign Entity |
| WM REGENT LTD Control Indirect owner via KUDU INVESTMENT MANAGEMENT, LLC | MEMBER since Oct 2020 | 75% or more | Foreign Entity |
Ownership & leadership changes · 10 filings with changes since Feb 21, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2025 filing
- Listed againOBRIEN, DANIEL, BRYCE · PRINCIPAL, MEMBER · 5–10% · control person
- Listed againSTRAWBRIDGE, WELSH, OAK · PRINCIPAL, MEMBER · 5–10% · control person
- ChangedDOUGLASS, ROBERT, ROYAL · ownership 5–10% → 10–25%
Mar 31, 2023 filing
- No longer listedBRIDGE HOLDINGS (BERMUDA) LTD. · SHAREHOLDER · 75% or more · indirect via WM INTERNATIONAL HOLDINGS LTD. · control person · listed since Oct 2020
- No longer listedWHITE MOUNTAINS INSURANCE GROUP, LTD. · SHAREHOLDER · 75% or more · indirect via BRIDGE HOLDINGS (BERMUDA) LTD. · control person · listed since Oct 2020
- AddedWHITE MOUNTAINS INSURANCE GROUP, LTD. · SHAREHOLDER · 75% or more · indirect via WM HINSON (BERMUDA), LTD. · control person
- AddedWM HINSON (BERMUDA), LTD. · SHAREHOLDER · 75% or more · indirect via WM INTERNATIONAL HOLDINGS LTD. · control person
Mar 31, 2022 filing
- No longer listedCRANE, CHARLES, GRANT · PRINCIPAL, MEMBER · Less than 5% · control person · listed since Feb 2018
- No longer listedHUFFARD, JOSHUA, CHOATE · PRINCIPAL, MEMBER · Less than 5% · control person · listed since Jan 2015
- No longer listedOBRIEN, DANIEL, BRYCE · PRINCIPAL, MEMBER · 5–10% · control person · listed since Aug 2010
- No longer listedSTRAWBRIDGE, WELSH, OAK · PRINCIPAL, MEMBER · 5–10% · control person · listed since Jan 2015
- No longer listedTRAIN, CHARLES, BOWDOIN · PRINCIPAL, MEMBER · 5–10% · control person · listed since Jan 2015
- AddedBRIDGE HOLDINGS (BERMUDA) LTD. · SHAREHOLDER · 75% or more · indirect via WM INTERNATIONAL HOLDINGS LTD. · control person
- AddedDEGADY, SONNY · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedKUDU INVESTMENT HOLDINGS, LLC · MEMBER · 75% or more · indirect via KUDU INVESTMENT US, LLC · control person
- AddedKUDU INVESTMENT MANAGEMENT, LLC · MEMBER · 75% or more · indirect via KUDU INVESTMENT HOLDINGS, LLC · control person
- AddedKUDU INVESTMENT US, LLC · MEMBER CLASS I INTERESTS · 25–50% · control person
- AddedWEINBERG, ANDREW, STEVEN · PRINCIPAL / CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedWHITE MOUNTAINS INSURANCE GROUP, LTD. · SHAREHOLDER · 75% or more · indirect via BRIDGE HOLDINGS (BERMUDA) LTD. · control person
- AddedWM INTERNATIONAL HOLDINGS LTD. · SHAREHOLDER · 75% or more · indirect via WM REGENT LTD · control person
- AddedWM REGENT LTD · MEMBER · 75% or more · indirect via KUDU INVESTMENT MANAGEMENT, LLC · control person
- ChangedDOUGLASS, ROBERT, ROYAL · ownership 10–25% → 5–10%
- ChangedHIGHET, LEA, PAINE · ownership 10–25% → 5–10%
Mar 31, 2021 filing
- ChangedCRANE, CHARLES, GRANT · title PRINCIPAL, CHIEF OPERATING OFFICER → PRINCIPAL, MEMBER
- ChangedSTRAWBRIDGE, WELSH, OAK · ownership Less than 5% → 5–10%
- ChangedTRAIN, CHARLES, BOWDOIN · ownership Less than 5% → 5–10%
Mar 29, 2019 filing
- No longer listedFOWLER, LUCIUS, LUDLOW · PRINCIPAL, MEMBER · Less than 5% · control person · listed since Aug 2015
Mar 30, 2018 filing
- Listed againCRANE, CHARLES, GRANT · PRINCIPAL, CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedHIGHET, LEA, PAINE · ownership 5–10% → 10–25%
Mar 31, 2017 filing
- No longer listedCRANE, CHARLES, GRANT · PRINCIPAL · Less than 5% · control person · listed since Jul 2009
- ChangedDOUGLASS, ROBERT, ROYAL · ownership 25–50% → 10–25%
- ChangedHOWARD, CHARLES, TAYLOR · ownership 10–25% → 5–10%
- ChangedHUGHES, TIMOTHY, JAMES · title CHIEF COMPLIANCE OFFICER → PRINCIPAL / CHIEF COMPLIANCE OFFICER
- ChangedOBRIEN, DANIEL, BRYCE · ownership Less than 5% → 5–10%
- ChangedWINTHROP, JOHN · ownership 25–50% → 10–25%
Jul 11, 2016 filing
- AddedHUGHES, TIMOTHY, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCRANE, CHARLES, GRANT · title PRINCIPAL, CHIEF COMPLIANCE OFFICER → PRINCIPAL
Mar 28, 2016 filing
- AddedFOWLER, LUCIUS, LUDLOW · PRINCIPAL, MEMBER · Less than 5% · control person
Mar 16, 2015 filing
- AddedHUFFARD, JOSHUA, CHOATE · PRINCIPAL, MEMBER · Less than 5% · control person
- AddedSTRAWBRIDGE, WELSH, OAK · PRINCIPAL, MEMBER · Less than 5% · control person
- AddedTRAIN, CHARLES, BOWDOIN · PRINCIPAL, MEMBER · Less than 5% · control person
Older changes (1 more filing)
Feb 21, 2012 filing (earliest on record)
- ListedCRANE, CHARLES, GRANT · PRINCIPAL, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedDOUGLASS, ROBERT, ROYAL · PRINCIPAL, MEMBER · 25–50% · control person
- ListedHIGHET, LEA, PAINE · PRINCIPAL, MEMBER · 5–10% · control person
- ListedHOWARD, CHARLES, TAYLOR · PRINCIPAL, MEMBER · 10–25% · control person
- ListedOBRIEN, DANIEL, BRYCE · PRINCIPAL, MEMBER · Less than 5% · control person
- ListedWINTHROP, JOHN · PRINCIPAL, MEMBER · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ALPHABET INC$74.9M +19.2%
- TAIWAN SEMICONDUCTOR MFG CO AD$71.5M +406.5%
- AMAZON COM INC$38.2M +14.8%
- BERKSHIRE HATHAWAY INC$33.9M +8.1%
- ALPHABET INC-CL A$33.4M +27.7%
Top Trims
- ROPER TECHNOLOGIES INC-$69.0M -94.7%
- AMERICAN TOWER CORP-$67.6M -77.9%
- NIKE INC CLASS B-$64.8M -99.4%
- NESTLE S A-$34.1M -40.2%
- TEXAS PACIFIC LAND CORP-$21.1M -16.5%
New Positions
- VANGUARD MUN BD FDS TAX-EXEMPT$6.0M
- CONTEMPORARY AMPEREX TECHNOLOG$3.2M
- L3HARRIS TECHNOLOGIES INC COM$1.7M
- AVANTIS INTERNATNL SML CP VL E$1.6M
- HONEYWELL INTL INC COM$902.1K
Exited Positions
- DASSAULT SYS S A SPONSORED ADR$3.4M
- CHIPOTLE MEXICAN GRILL INC$3.2M
- HONEYWELL INTL INC$1.7M
- FORAN MINING CORPORATION$534.2K
- ISHARES CORE S&P 500 ETF IV$446.1K
Douglass Winthrop Advisors, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 02079K107 | $465.7M | 8.03% | 1,317,984 | SH |
| 2 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $453.2M | 7.82% | 905,642 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $295.4M | 5.10% | 1,239,568 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $292.1M | 5.04% | 782,942 | SH |
| 5 | APPLE INC COM | AAPL | 037833100 | $211.2M | 3.64% | 729,750 | SH |
| 6 | DEERE & CO | DE | 244199105 | $203.3M | 3.51% | 320,538 | SH |
| 7 | MASTERCARD INC | MA | 57636Q104 | $200.1M | 3.45% | 389,555 | SH |
| 8 | COSTCO WHOLESALE CORP | COST | 22160K105 | $175.8M | 3.03% | 187,973 | SH |
| 9 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $162.4M | 2.80% | 2,250,320 | SH |
| 10 | MARKEL GROUP INC | MKL | 570535104 | $157.0M | 2.71% | 80,373 | SH |
| 11 | ALPHABET INC-CL A | GOOGL | 02079K305 | $153.9M | 2.66% | 430,657 | SH |
| 12 | FASTENAL CO COM | FAST | 311900104 | $149.4M | 2.58% | 3,109,517 | SH |
| 13 | TRANSDIGM GROUP INC | TDG | 893641100 | $140.3M | 2.42% | 105,306 | SH |
| 14 | AON PLC | AON | G0403H108 | $132.9M | 2.29% | 400,635 | SH |
| 15 | MONSTER BEVERAGE CORP | MNST | 61174X109 | $125.5M | 2.17% | 1,305,722 | SH |
| 16 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $125.2M | 2.16% | 217,073 | SH |
| 17 | SHERWIN WILLIAMS CO | SHW | 824348106 | $125.0M | 2.16% | 363,117 | SH |
| 18 | CIE FINANCIERE RICHEMONT SA | — | 204319107 | $119.6M | 2.06% | 5,175,170 | SH |
| 19 | S&P GLOBAL INC | SPGI | 78409V104 | $116.6M | 2.01% | 286,307 | SH |
| 20 | Linde PLC | LIN | G54950103 | $111.8M | 1.93% | 215,395 | SH |
| 21 | CANADIAN NATIONAL RAILWAY CO | CNI | 136375102 | $111.7M | 1.93% | 936,884 | SH |
| 22 | FERRARI N V NEW F | RACE | N3167Y103 | $111.3M | 1.92% | 299,022 | SH |
| 23 | TEXAS PACIFIC LAND CORP | TPL | 88262P102 | $106.5M | 1.84% | 243,355 | SH |
| 24 | NETFLIX INC | NFLX | 64110L106 | $105.1M | 1.81% | 1,472,507 | SH |
| 25 | BROOKFIELD ASSET MANAGEMENT LT | BAM | 113004105 | $94.0M | 1.62% | 2,095,371 | SH |
| 26 | LONDON STOCK EXCHANGE GROUP AD | LSEGY | 54211Y107 | $90.7M | 1.56% | 3,350,796 | SH |
| 27 | TAIWAN SEMICONDUCTOR MFG CO AD | TSM | 874039100 | $89.1M | 1.54% | 186,555 | SH |
| 28 | METTLER-TOLEDO INTL INC | MTD | 592688105 | $88.8M | 1.53% | 69,514 | SH |
| 29 | BERKSHIRE HATHAWAY INC-CL A | BRK.A | 084670108 | $80.9M | 1.40% | 108 | SH |
| 30 | NESTLE S A | NSRGY | 641069406 | $50.6M | 0.87% | 492,594 | SH |
| 31 | AMERICAN EXPRESS CO COM | AXP | 025816109 | $43.7M | 0.75% | 129,267 | SH |
| 32 | PROCTER & GAMBLE COMPANY COM | PG | 742718109 | $38.6M | 0.67% | 263,538 | SH |
| 33 | MERCK & CO. INC. | MRK | 58933Y105 | $37.4M | 0.65% | 291,325 | SH |
| 34 | COPART INC | CPRT | 217204106 | $33.8M | 0.58% | 1,200,169 | SH |
| 35 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $29.3M | 0.50% | 59,555 | SH |
| 36 | ELI LILLY AND CO | LLY | 532457108 | $27.3M | 0.47% | 22,774 | SH |
| 37 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $26.5M | 0.46% | 104,526 | SH |
| 38 | NVIDIA CORP | NVDA | 67066G104 | $25.2M | 0.43% | 125,808 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $23.7M | 0.41% | 72,324 | SH |
| 40 | ASML HOLDING NV-NY REG SHS | ASML | N07059210 | $19.9M | 0.34% | 10,003 | SH |
| 41 | VISA INC-CLASS A SHARES | V | 92826C839 | $19.4M | 0.33% | 56,482 | SH |
| 42 | AMERICAN TOWER CORP | AMT | 03027X100 | $19.2M | 0.33% | 117,375 | SH |
| 43 | DOVER CORP | DOV | 260003108 | $17.3M | 0.30% | 77,215 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $15.8M | 0.27% | 115,677 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $15.4M | 0.27% | 61,088 | SH |
| 46 | SPDR S&P 500 ETF TR TR UNIT | SPY | 78462F103 | $14.3M | 0.25% | 19,088 | SH |
| 47 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $12.6M | 0.22% | 25,062 | SH |
| 48 | SCHNEIDER ELECT SE-UNSP ADR | SBGSF | 80687P106 | $11.8M | 0.20% | 181,286 | SH |
| 49 | THE COCA-COLA CO | KO | 191216100 | $11.7M | 0.20% | 144,230 | SH |
| 50 | UNION PAC CORP | UNP | 907818108 | $11.5M | 0.20% | 42,118 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $5.80B | 308 | 0001308527-26-000003 |
| 2026-03-31 | 2026-05-14 | $5.46B | 303 | 0001308527-26-000002 |
| 2025-12-31 | 2026-02-12 | $5.72B | 307 | 0001308527-26-000001 |
| 2025-09-30 | 2025-11-13 | $5.74B | 303 | 0001308527-25-000007 |
Filer Information
Address
521 FIFTH AVENUE19TH FLOOR
NEW YORK, NY 10175
Phone
(212) 557-7680
Filing Manager
Douglass Winthrop Advisors, LLC
NEW YORK, NY
Signatory
Evelina Richards
VP & Associate General Counsel