13F Insight
DOSSIER · 13F-HR · Q4 2025

Douglass Winthrop Advisors, LLC

$5.7B in tracked AUM across 307 positions as of Q4 2025.

DW
CIK 0001308527 · last filed Dec 31, 2025
Total AUM
$5.7B
as of Q4 2025
Holdings
307
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Holding a precise block of just 105 Berkshire Hathaway Class A shares worth $79.3 million alongside its $441.9 million Class B stake reveals Douglass Winthrop Advisors’ ultra-high-conviction compounding playbook. In Q4 2025, the $5.72 billion manager tripled its Texas Pacific Land stake (+203.8%, $63.8M flow) and expanded Netflix fivefold (+543.3%, $63.8M flow).

Key Portfolio Moves

  • Massive High-Conviction Adds: Texas Pacific Land (TPL) was increased by 222,117 shares (+203.8%). Netflix (NFLX) was boosted by 680,198 shares (+543.3%), bringing total holdings to 805,385 shares.
  • E-Commerce Commitment: Coupang (CPNG) was more than doubled (+117.8%, +$38.4M flow) to 3.01 million shares.
  • Major Capital Harvest: The firm slashed Copart (CPRT) by 85.0% (-$85.5M flow), while trimming Nvidia by 25.4% (35,640 shares sold).
Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$459M1.5M8.0%02
BRK/B
BERKSHIRE HATHAWAY INC
$442M879K7.7%03
MSFT
MICROSOFT CORP
$337M696K5.9%04
AMZN
AMAZON COM INC
$277M1.2M4.9%05
MA
MASTERCARD INC
$216M378K3.8%06
AAPL
APPLE INC COM
$199M732K3.5%07
UBER
UBER TECHNOLOGIES INC
$185M2.3M3.2%08
MKL
MARKEL GROUP INC
$176M82K3.1%09
COST
COSTCO WHOLESALE CORP
$165M191K2.9%10
DE
DEERE & CO
$149M321K2.6%

Filing history

2025Q4Dec 31
$5.7B▼ 0.4%
307 positionsView →2025Q3Sep 30
$5.7B▲ 3.7%
303 positionsView →2025Q2Jun 30
$5.5B▲ 5.3%
282 positionsLocked2025Q1Mar 31
$5.3B▲ 2.3%
282 positionsLocked2024Q4Dec 31
$5.1B▼ 2.1%
296 positionsLocked2024Q3Sep 30
$5.2B▲ 7.1%
290 positionsLocked2024Q2Jun 30
$4.9B▲ 0.9%
277 positionsLocked2024Q1Mar 31
$4.9B▲ 8.5%
285 positionsLocked2023Q4Dec 31
$4.5B▲ 10.9%
251 positionsLocked2023Q3Sep 30
$4.0B▼ 3.5%
236 positionsLocked2023Q2Jun 30
$4.2B▲ 8.6%
241 positionsLocked2023Q1Mar 31
$3.9B▲ 105546.2%
240 positionsLocked
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