Filed: 8/14/2025ACC: 0001085146-25-005068
📋 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 $301.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$301.41M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$142.73M47.4%
CL A$51.77M17.2%
CAP STK CL C$37.84M12.6%
COMMON STOCK$30.69M10.2%
CL B NEW$15.84M5.3%
COM CL A$5.92M2.0%
CL A LTD VT SH$5.28M1.8%
Portfolio Concentration
Top 3$105.34M34.9%
4–10$106.18M35.2%
11–25$62.96M20.9%
Rest$26.93M8.9%
Top 3 weight
34.9%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Sole
Full voting authority
3.09M
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
SOLEShares213.32K
TypeSH
Market value$37.84M
12.55%
Sole
213.32K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares23.63K
TypeSH
Market value$35.93M
11.92%
Sole
23.63K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares42.77K
TypeSH
Market value$31.57M
10.47%
Sole
42.77K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares2.07M
TypeSH
Market value$28.84M
9.57%
Sole
2.07M
Shared
0.00
None
0.00
TESLA INC
SOLEShares59.38K
TypeSH
Market value$18.86M
6.26%
Sole
59.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.61K
TypeSH
Market value$15.84M
5.26%
Sole
32.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares62.90K
TypeSH
Market value$13.80M
4.58%
Sole
62.90K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares23.44K
TypeSH
Market value$13.17M
4.37%
Sole
23.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.83K
TypeSH
Market value$8.17M
2.71%
Sole
39.83K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares14.94K
TypeSH
Market value$7.49M
2.49%
Sole
14.94K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares29.47K
TypeSH
Market value$7.22M
2.40%
Sole
29.47K
Shared
0.00
None
0.00
VISA INC
SOLEShares16.68K
TypeSH
Market value$5.92M
1.96%
Sole
16.68K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares47.10K
TypeSH
Market value$5.82M
1.93%
Sole
47.10K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares85.34K
TypeSH
Market value$5.28M
1.75%
Sole
85.34K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.24K
TypeSH
Market value$5.21M
1.73%
Sole
10.24K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares2.17K
TypeSH
Market value$4.33M
1.44%
Sole
2.17K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares10.22K
TypeSH
Market value$4.18M
1.39%
Sole
10.22K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares44.92K
TypeSH
Market value$4.10M
1.36%
Sole
44.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.62K
TypeSH
Market value$3.79M
1.26%
Sole
7.62K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares10.58K
TypeSH
Market value$3.63M
1.21%
Sole
10.58K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.21K
TypeSH
Market value$3.22M
1.07%
Sole
5.21K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares13.71K
TypeSH
Market value$3.14M
1.04%
Sole
13.71K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares33.62K
TypeSH
Market value$2.89M
0.96%
Sole
33.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.19M
0.73%
Sole
3.00
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares6.63K
TypeSH
Market value$2.05M
0.68%
Sole
6.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 213.32K | SH | $37.84M 12.55% | 213.32K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 23.63K | SH | $35.93M 11.92% | 23.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 42.77K | SH | $31.57M 10.47% | 42.77K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 2.07M | SH | $28.84M 9.57% | 2.07M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 59.38K | SH | $18.86M 6.26% | 59.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.61K | SH | $15.84M 5.26% | 32.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 62.90K | SH | $13.80M 4.58% | 62.90K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 23.44K | SH | $13.17M 4.37% | 23.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.83K | SH | $8.17M 2.71% | 39.83K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 14.94K | SH | $7.49M 2.49% | 14.94K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 29.47K | SH | $7.22M 2.40% | 29.47K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.68K | SH | $5.92M 1.96% | 16.68K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 47.10K | SH | $5.82M 1.93% | 47.10K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 85.34K | SH | $5.28M 1.75% | 85.34K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.24K | SH | $5.21M 1.73% | 10.24K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2.17K | SH | $4.33M 1.44% | 2.17K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 10.22K | SH | $4.18M 1.39% | 10.22K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 44.92K | SH | $4.10M 1.36% | 44.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.62K | SH | $3.79M 1.26% | 7.62K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.58K | SH | $3.63M 1.21% | 10.58K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.21K | SH | $3.22M 1.07% | 5.21K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.71K | SH | $3.14M 1.04% | 13.71K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 33.62K | SH | $2.89M 0.96% | 33.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.19M 0.73% | 3.00 | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 6.63K | SH | $2.05M 0.68% | 6.63K | 0.00 | 0.00 |
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