East Coast Asset Management, LLC.

Q1 2021 13F-HR/A Holdings

Location
Essex, MA
Holdings as of
3/31/2021
Date filed
10/30/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
65
Total value ($000)
$464,822
Net value change ($000)
+58,436 (14.4%)
New positions
3
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2026 Next filing: 10/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
META 64,797 371.2%
LBRDA 18,497 2443.5%
TDG 12,931 30.8%
GOOGL 8,664 15.6%
BRK-B 8,010 22.5%
SNOW 6,945 217.4%
DE 1,515 39.9%
STLA 594 NEW
WM 361 9.8%
LH 292 25.9%
Top Reduces (Value $000, Stocks/ETFs)
MCO -19,268 -75.9%
WWD -17,718 -41.4%
MA -13,772 -55.5%
SCHW -8,684 -67.4%
CHTR -3,511 -7.0%
AMZN -1,721 -6.0%
STLA -604 -100.0%
AAPL -508 -7.6%
CL -177 -7.6%
TJX -110 -2.5%
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