East Coast Asset Management, LLC. 13F Holdings

CIK 0001579254 · ESSEX, MA

As of Sep 30, 2025, East Coast Asset Management, LLC. reported 68 positions worth $319.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGEquity200,218$48.8M15.28%
PERIMETER SOLUTIONS INCPRMBasic Materials1,573,973$35.2M11.04%
TRANSDIGM GROUP INCTDGIndustrials23,387$30.8M9.66%
META PLATFORMS INCMETACommunication Services41,867$30.7M9.63%
TESLA INCTSLAConsumer Cyclical68,422$30.4M9.53%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services31,695 5.9M4.99%
AMAZON.COM INCAMZNEquity61,372 3.5M4.22%
MASTERCARD INCMAFinancial Services23,303 3.3M4.15%
APPLE INCAAPLTechnology39,347 0.0M3.14%
WOODWARD INCWWDIndustrials29,284$7.4M2.32%
MOODYS CORPMCOFinancial Services14,369$6.8M2.15%
TJX COMPANIES INCTJXConsumer Cyclical46,738$6.8M2.12%
VISA INC-CLASS A SHARESVFinancial Services16,490$5.6M1.76%
DEERE & CODEIndustrials10,260$4.7M1.47%
SCHWAB CHARLES CORPSCHWEquity44,892$4.3M1.34%
MARKEL GROUP INCMKLFinancial Services2,110$4.0M1.26%
MICROSOFT CORPMSFTTechnology7,531$3.9M1.22%
SHERWIN WILLIAMS COSHWBasic Materials10,575$3.7M1.15%
SPDR S&P 500 ETF TRUSTSPY—5,206$3.5M1.09%
WASTE MANAGEMENT INCWMIndustrials13,646$3.0M0.94%
LOUISIANA-PACIFIC CORPLPXBasic Materials32,844$2.9M0.91%
CHARTER COMMUNICATIONS INCCHTRCommunication Services9,643$2.7M0.83%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services3$2.3M0.71%
UNION PACIFIC CORPUNPIndustrials8,453$2.0M0.63%
AUTOMATIC DATA PROCESSING INCADPIndustrials6,589 .9M0.61%