East Coast Asset Management, LLC.
CIK: 0001579254SEC EDGAR →
Portfolio Value
$340.0M
Holdings
69
As of
Q4 2025
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 196,119 | $61.5M | 18.10% |
| 2 | PERIMETER SOLUTIONS INC | 1,366,380 | $37.6M | 11.06% |
| 3 | TESLA INC | 81,595 | $36.7M | 10.79% |
| 4 | TRANSDIGM GROUP INC | 23,341 | $31.0M | 9.13% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 30,591 | $15.4M | 4.52% |
| 6 | ECHOSTAR CORP | 137,244 | $14.9M | 4.39% |
| 7 | META PLATFORMS INC | 21,842 | $14.4M | 4.24% |
| 8 | AMAZON COM INC | 60,410 | $13.9M | 4.10% |
| 9 | MASTERCARD INCORPORATED | 23,242 | $13.3M | 3.90% |
| 10 | APPLE INC | 39,610 | $10.8M | 3.17% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 5 | $78.3M | 23.0% |
| Consumer Cyclical | 5 | $58.2M | 17.1% |
| Unknown | 3 | $48.7M | 14.3% |
| Financial Services | 20 | $45.7M | 13.4% |
| Basic Materials | 3 | $43.6M | 12.8% |
| Technology | 8 | $32.3M | 9.5% |
| Industrials | 11 | $24.7M | 7.3% |
| Healthcare | 8 | $4.5M | 1.3% |
| Consumer Defensive | 5 | $3.7M | 1.1% |
| Real Estate | 1 | $220K | 0.1% |