East Coast Asset Management, LLC.
CIK: 0001579254Latest portfolio: $340.0M · Q4 2025
Holdings
69
Total Value
$340.0M
New Positions
4
Closed Positions
3
Top Holdings
View All 69 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 196,119 | $61.5M | 18.10% | -4,099 | |
| 2 | PRMPERIMETER SOLUTIONS INC | 1,366,380 | $37.6M | 11.06% | -207,593 | |
| 3 | TSLATESLA INC | 81,595 | $36.7M | 10.79% | +13K | |
| 4 | T7DTRANSDIGM GROUP INC | 23,341 | $31.0M | 9.13% | -46 | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,591 | $15.4M | 4.52% | -1,104 | |
| 6 | SATSECHOSTAR CORP | 137,244 | $14.9M | 4.39% | NEW | |
| 7 | METAMETA PLATFORMS INC | 21,842 | $14.4M | 4.24% | -20,025 | |
| 8 | AMZNAMAZON COM INC | 60,410 | $13.9M | 4.10% | -962 | |
| 9 | MAMASTERCARD INCORPORATED | 23,242 | $13.3M | 3.90% | -61 | |
| 10 | AAPLAPPLE INC | 39,610 | $10.8M | 3.17% | +263 | |
| 11 | WWDWOODWARD INC | 29,040 | $8.8M | 2.58% | -244 | |
| 12 | MCOMOODYS CORP | 14,235 | $7.3M | 2.14% | -134 | |
| 13 | TJXTJX COS INC NEW | 45,657 | $7.0M | 2.06% | -1,081 | |
| 14 | VVISA INC | 16,232 | $5.7M | 1.67% | -258 | |
| 15 | DEDEERE & CO | 10,242 | $4.8M | 1.40% | -18 | |
| 16 | MKLMARKEL GROUP INC | 2,096 | $4.5M | 1.32% | -14 | |
| 17 | SCHWSCHWAB CHARLES CORP | 44,986 | $4.5M | 1.32% | +94 | |
| 18 | MSFTMICROSOFT CORP | 8,310 | $4.0M | 1.18% | +779 | |
| 19 | SPYSPDR S&P 500 ETF TR | 5,041 | $3.4M | 1.01% | -165 | |
| 20 | SHWSHERWIN WILLIAMS CO | 10,468 | $3.4M | 1.00% | -107 | |
| 21 | WMWASTE MGMT INC DEL | 13,424 | $2.9M | 0.87% | -222 | |
| 22 | LPXLOUISIANA PAC CORP | 32,208 | $2.6M | 0.76% | -636 | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.67% | — | |
| 24 | UNPUNION PAC CORP | 8,320 | $1.9M | 0.57% | -133 | |
| 25 | CRCRANE COMPANY | 9,957 | $1.8M | 0.54% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.3268727256924506e+58T)
Industrials0.0% ($8.779476829491925e+29T)
Technology0.0% ($14918107684019990528.0T)
Healthcare0.0% ($11231078819532316.0T)
Communication Services0.0% ($61542144181.7T)
Consumer Cyclical0.0% ($36694139437.0T)
Consumer Defensive0.0% ($16261114.4T)
Unknown0.0% ($31040.2T)
Basic Materials0.0% ($3761.6T)
Real Estate0.0% ($220K)
Filing History
Fund Information
East Coast Asset Management, LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $340.0M across 69 holdings. The largest position is ALPHABET INC (GOOG), representing 18.1% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.