Filed: 11/14/2025ACC: 0001579254-25-000004
📋 What this filing means
EAST COAST ASSET MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $319.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$319.18M
Total AUM (reported)
2.50M
Total Shares
Allocation by class
COM$150.16M47.0%
CL A$49.50M15.5%
CAP STK CL C$48.76M15.3%
COMMON STOCK$37.07M11.6%
CL B NEW$15.93M5.0%
COM CL A$5.63M1.8%
TR UNIT$3.47M1.1%
Portfolio Concentration
Top 3$114.83M36.0%
4–10$121.26M38.0%
11–25$58.05M18.2%
Rest$25.04M7.8%
Top 3 weight
36.0%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Sole
Full voting authority
2.50M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
ALPHABET INC
SOLEShares200.22K
TypeSH
Market value$48.76M
15.28%
Sole
200.22K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares1.57M
TypeSH
Market value$35.24M
11.04%
Sole
1.57M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares23.39K
TypeSH
Market value$30.83M
9.66%
Sole
23.39K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.87K
TypeSH
Market value$30.75M
9.63%
Sole
41.87K
Shared
0.00
None
0.00
TESLA INC
SOLEShares68.42K
TypeSH
Market value$30.43M
9.53%
Sole
68.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.70K
TypeSH
Market value$15.93M
4.99%
Sole
31.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares61.37K
TypeSH
Market value$13.48M
4.22%
Sole
61.37K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares23.30K
TypeSH
Market value$13.25M
4.15%
Sole
23.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.35K
TypeSH
Market value$10.02M
3.14%
Sole
39.35K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares29.28K
TypeSH
Market value$7.40M
2.32%
Sole
29.28K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares14.37K
TypeSH
Market value$6.85M
2.15%
Sole
14.37K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares46.74K
TypeSH
Market value$6.76M
2.12%
Sole
46.74K
Shared
0.00
None
0.00
VISA INC
SOLEShares16.49K
TypeSH
Market value$5.63M
1.76%
Sole
16.49K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.26K
TypeSH
Market value$4.69M
1.47%
Sole
10.26K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares44.89K
TypeSH
Market value$4.29M
1.34%
Sole
44.89K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares2.11K
TypeSH
Market value$4.03M
1.26%
Sole
2.11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.53K
TypeSH
Market value$3.90M
1.22%
Sole
7.53K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares10.57K
TypeSH
Market value$3.66M
1.15%
Sole
10.57K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.21K
TypeSH
Market value$3.47M
1.09%
Sole
5.21K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares13.65K
TypeSH
Market value$3.01M
0.94%
Sole
13.65K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares32.84K
TypeSH
Market value$2.92M
0.91%
Sole
32.84K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares9.64K
TypeSH
Market value$2.65M
0.83%
Sole
9.64K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.26M
0.71%
Sole
3.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares8.45K
TypeSH
Market value$2.00M
0.63%
Sole
8.45K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares6.59K
TypeSH
Market value$1.93M
0.61%
Sole
6.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 200.22K | SH | $48.76M 15.28% | 200.22K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 1.57M | SH | $35.24M 11.04% | 1.57M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 23.39K | SH | $30.83M 9.66% | 23.39K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.87K | SH | $30.75M 9.63% | 41.87K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 68.42K | SH | $30.43M 9.53% | 68.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.70K | SH | $15.93M 4.99% | 31.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 61.37K | SH | $13.48M 4.22% | 61.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 23.30K | SH | $13.25M 4.15% | 23.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.35K | SH | $10.02M 3.14% | 39.35K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 29.28K | SH | $7.40M 2.32% | 29.28K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 14.37K | SH | $6.85M 2.15% | 14.37K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 46.74K | SH | $6.76M 2.12% | 46.74K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.49K | SH | $5.63M 1.76% | 16.49K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.26K | SH | $4.69M 1.47% | 10.26K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 44.89K | SH | $4.29M 1.34% | 44.89K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2.11K | SH | $4.03M 1.26% | 2.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.53K | SH | $3.90M 1.22% | 7.53K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.57K | SH | $3.66M 1.15% | 10.57K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.21K | SH | $3.47M 1.09% | 5.21K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.65K | SH | $3.01M 0.94% | 13.65K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 32.84K | SH | $2.92M 0.91% | 32.84K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 9.64K | SH | $2.65M 0.83% | 9.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.26M 0.71% | 3.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 8.45K | SH | $2.00M 0.63% | 8.45K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 6.59K | SH | $1.93M 0.61% | 6.59K | 0.00 | 0.00 |
Page 1 of 3