East Coast Asset Management, LLC.

Q4 2020 13F-HR/A Holdings

Location
Essex, MA
Holdings as of
12/31/2020
Date filed
10/30/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
63
Total value ($000)
$406,386
Net value change ($000)
+56,152 (16.0%)
New positions
1
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2026 Next filing: 10/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WWD 14,566 51.5%
TDG 9,731 30.2%
GOOGL 8,979 19.2%
SCHW 4,077 46.3%
SNOW 3,194 NEW
BRK-B 2,883 8.8%
CHTR 2,700 5.7%
MA 1,259 5.3%
AMZN 958 3.4%
AAPL 812 13.8%
Top Reduces (Value $000, Stocks/ETFs)
PG -98 -9.8%
LMT -58 -7.4%
AMT -54 -7.1%
AMGN -48 -9.7%
CLX -28 -4.0%
HD -14 -4.6%
MCO -8 -0.0%
MCD -7 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type