Filed: 5/15/2025ACC: 0001085146-25-003192
📋 What this filing means
EAST COAST ASSET MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $282.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$282.35M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
COM$128.52M45.5%
CL A$44.94M15.9%
CAP STK CL C$35.75M12.7%
COMMON STOCK$22.38M7.9%
CL A LTD VT SH$17.51M6.2%
CL B NEW$17.41M6.2%
COM CL A$5.85M2.1%
Portfolio Concentration
Top 3$93.14M33.0%
4–10$102.13M36.2%
11–25$60.85M21.6%
Rest$26.23M9.3%
Top 3 weight
33.0%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Sole
Full voting authority
3.36M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
ALPHABET INC
SOLEShares228.85K
TypeSH
Market value$35.75M
12.66%
Sole
228.85K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares23.68K
TypeSH
Market value$32.75M
11.60%
Sole
23.68K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares42.74K
TypeSH
Market value$24.64M
8.73%
Sole
42.74K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares2.07M
TypeSH
Market value$20.88M
7.40%
Sole
2.07M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares334.03K
TypeSH
Market value$17.51M
6.20%
Sole
334.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.69K
TypeSH
Market value$17.41M
6.17%
Sole
32.69K
Shared
0.00
None
0.00
TESLA INC
SOLEShares52.77K
TypeSH
Market value$13.68M
4.84%
Sole
52.77K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares23.51K
TypeSH
Market value$12.89M
4.56%
Sole
23.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares57.18K
TypeSH
Market value$10.88M
3.85%
Sole
57.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.01K
TypeSH
Market value$8.89M
3.15%
Sole
40.01K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares14.92K
TypeSH
Market value$6.95M
2.46%
Sole
14.92K
Shared
0.00
None
0.00
VISA INC
SOLEShares16.68K
TypeSH
Market value$5.85M
2.07%
Sole
16.68K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares47.27K
TypeSH
Market value$5.76M
2.04%
Sole
47.27K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares29.49K
TypeSH
Market value$5.38M
1.91%
Sole
29.49K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.22K
TypeSH
Market value$4.80M
1.70%
Sole
10.22K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares11.78K
TypeSH
Market value$4.34M
1.54%
Sole
11.78K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares2.16K
TypeSH
Market value$4.05M
1.43%
Sole
2.16K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares10.58K
TypeSH
Market value$3.69M
1.31%
Sole
10.58K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares44.89K
TypeSH
Market value$3.51M
1.24%
Sole
44.89K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares13.73K
TypeSH
Market value$3.18M
1.13%
Sole
13.73K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares33.59K
TypeSH
Market value$3.09M
1.09%
Sole
33.59K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.32K
TypeSH
Market value$2.98M
1.05%
Sole
5.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.62K
TypeSH
Market value$2.86M
1.01%
Sole
7.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.40M
0.85%
Sole
3.00
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares6.62K
TypeSH
Market value$2.02M
0.72%
Sole
6.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 228.85K | SH | $35.75M 12.66% | 228.85K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 23.68K | SH | $32.75M 11.60% | 23.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 42.74K | SH | $24.64M 8.73% | 42.74K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 2.07M | SH | $20.88M 7.40% | 2.07M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 334.03K | SH | $17.51M 6.20% | 334.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.69K | SH | $17.41M 6.17% | 32.69K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 52.77K | SH | $13.68M 4.84% | 52.77K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 23.51K | SH | $12.89M 4.56% | 23.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 57.18K | SH | $10.88M 3.85% | 57.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.01K | SH | $8.89M 3.15% | 40.01K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 14.92K | SH | $6.95M 2.46% | 14.92K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.68K | SH | $5.85M 2.07% | 16.68K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 47.27K | SH | $5.76M 2.04% | 47.27K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 29.49K | SH | $5.38M 1.91% | 29.49K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.22K | SH | $4.80M 1.70% | 10.22K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 11.78K | SH | $4.34M 1.54% | 11.78K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2.16K | SH | $4.05M 1.43% | 2.16K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.58K | SH | $3.69M 1.31% | 10.58K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 44.89K | SH | $3.51M 1.24% | 44.89K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.73K | SH | $3.18M 1.13% | 13.73K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 33.59K | SH | $3.09M 1.09% | 33.59K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.32K | SH | $2.98M 1.05% | 5.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.62K | SH | $2.86M 1.01% | 7.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.40M 0.85% | 3.00 | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 6.62K | SH | $2.02M 0.72% | 6.62K | 0.00 | 0.00 |
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