Douglass Winthrop Advisors, LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
282
Total value ($000)
$5,256,809
Net value change ($000)
+119,847 (2.3%)
New positions
10
Sold out positions
24
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMT 91,470 9276.9%
CPRT 87,903 NEW
BRK-B 62,130 15.6%
UBER 33,074 24.3%
TPL 21,828 19.8%
NSRGY 21,623 26.8%
BRK-B 21,545 33.3%
ROP 16,468 15.4%
CFRUY 14,137 17.9%
DE 13,795 11.7%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -52,411 -18.7%
UNH -42,151 -87.3%
NFLX -36,697 -17.0%
BUD -30,999 -99.3%
AMZN -29,931 -12.7%
MSFT -29,396 -11.1%
AAPL -27,320 -14.5%
BAM -14,736 -10.2%
GOOGL -13,464 -20.1%
IQV -11,464 -12.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type