Douglass Winthrop Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
303
Total value ($000)
$5,461,659
Net value change ($000)
-258,727 (-4.5%)
New positions
16
Sold out positions
20
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
LSEGY 93,999 NEW
RACE 84,083 NEW
NFLX 42,439 56.2%
CPRT 36,863 244.4%
TPL 32,496 34.2%
DE 31,380 21.0%
COST 23,331 14.2%
FAST 18,196 14.4%
LIN 17,882 20.6%
XOM 5,566 41.0%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -78,214 -97.5%
MSFT -71,866 -21.4%
GOOGL -67,963 -14.8%
CPNG -64,418 -90.8%
MA -27,362 -12.7%
BAM -26,233 -21.9%
UBER -23,102 -12.5%
CFRUY -22,874 -19.8%
MNST -22,576 -18.9%
BRK-B -22,574 -5.1%
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