Filed: 2/14/2025ACC: 0001085146-25-001516
📋 What this filing means
EAST COAST ASSET MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $299.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$299.29M
Total AUM (reported)
3.32M
Total Shares
Allocation by class
COM$130.36M43.6%
CL A$45.32M15.1%
CAP STK CL C$44.83M15.0%
COMMON STOCK$27.16M9.1%
CL A LTD VT SH$20.47M6.8%
CL B NEW$15.08M5.0%
COM CL A$5.21M1.7%
Portfolio Concentration
Top 3$100.65M33.6%
4–10$112.05M37.4%
11–25$59.73M20.0%
Rest$26.87M9.0%
Top 3 weight
33.6%
Top 10 weight
71.1%
Voting Authority Distribution
Total shares with voting rights: 3.32M
Sole
Full voting authority
3.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
ALPHABET INC
SOLEShares235.39K
TypeSH
Market value$44.83M
14.98%
Sole
235.39K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares23.80K
TypeSH
Market value$30.16M
10.08%
Sole
23.80K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares2.01M
TypeSH
Market value$25.66M
8.57%
Sole
2.01M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares43.46K
TypeSH
Market value$25.45M
8.50%
Sole
43.46K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares356.24K
TypeSH
Market value$20.47M
6.84%
Sole
356.24K
Shared
0.00
None
0.00
TESLA INC
SOLEShares37.96K
TypeSH
Market value$15.33M
5.12%
Sole
37.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares33.27K
TypeSH
Market value$15.08M
5.04%
Sole
33.27K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares24.36K
TypeSH
Market value$12.83M
4.29%
Sole
24.36K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares58.03K
TypeSH
Market value$12.73M
4.25%
Sole
58.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.58K
TypeSH
Market value$10.16M
3.40%
Sole
40.58K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares15.12K
TypeSH
Market value$7.16M
2.39%
Sole
15.12K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares48.18K
TypeSH
Market value$5.82M
1.94%
Sole
48.18K
Shared
0.00
None
0.00
VISA INC
SOLEShares16.48K
TypeSH
Market value$5.21M
1.74%
Sole
16.48K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares29.80K
TypeSH
Market value$4.96M
1.66%
Sole
29.80K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.78K
TypeSH
Market value$4.57M
1.53%
Sole
10.78K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares12.39K
TypeSH
Market value$4.25M
1.42%
Sole
12.39K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares2.23K
TypeSH
Market value$3.85M
1.29%
Sole
2.23K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares10.84K
TypeSH
Market value$3.68M
1.23%
Sole
10.84K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares34.54K
TypeSH
Market value$3.58M
1.19%
Sole
34.54K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares45.99K
TypeSH
Market value$3.40M
1.14%
Sole
45.99K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.64K
TypeSH
Market value$3.22M
1.08%
Sole
7.64K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.32K
TypeSH
Market value$3.12M
1.04%
Sole
5.32K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares14.10K
TypeSH
Market value$2.84M
0.95%
Sole
14.10K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.04M
0.68%
Sole
3.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares8.87K
TypeSH
Market value$2.02M
0.68%
Sole
8.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 235.39K | SH | $44.83M 14.98% | 235.39K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 23.80K | SH | $30.16M 10.08% | 23.80K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 2.01M | SH | $25.66M 8.57% | 2.01M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 43.46K | SH | $25.45M 8.50% | 43.46K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 356.24K | SH | $20.47M 6.84% | 356.24K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 37.96K | SH | $15.33M 5.12% | 37.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 33.27K | SH | $15.08M 5.04% | 33.27K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 24.36K | SH | $12.83M 4.29% | 24.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 58.03K | SH | $12.73M 4.25% | 58.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.58K | SH | $10.16M 3.40% | 40.58K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 15.12K | SH | $7.16M 2.39% | 15.12K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 48.18K | SH | $5.82M 1.94% | 48.18K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.48K | SH | $5.21M 1.74% | 16.48K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 29.80K | SH | $4.96M 1.66% | 29.80K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.78K | SH | $4.57M 1.53% | 10.78K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 12.39K | SH | $4.25M 1.42% | 12.39K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2.23K | SH | $3.85M 1.29% | 2.23K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.84K | SH | $3.68M 1.23% | 10.84K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 34.54K | SH | $3.58M 1.19% | 34.54K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 45.99K | SH | $3.40M 1.14% | 45.99K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.64K | SH | $3.22M 1.08% | 7.64K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.32K | SH | $3.12M 1.04% | 5.32K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 14.10K | SH | $2.84M 0.95% | 14.10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.04M 0.68% | 3.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 8.87K | SH | $2.02M 0.68% | 8.87K | 0.00 | 0.00 |
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