East Coast Asset Management, LLC.

Q4 2024 13F-HR/A Holdings

Location
Essex, MA
Holdings as of
12/31/2024
Date filed
10/30/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
77
Total value ($000)
$496,991
Net value change ($000)
+6,324 (1.3%)
New positions
4
Sold out positions
2
Turnover %
21.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2024
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)
PRM 51,690 NEW
TSLA 13,632 93.4%
BN 7,164 23.0%
GOOGL 6,886 9.9%
AMZN 2,228 15.8%
GOOGL 742 15.1%
V 698 12.2%
AAPL 643 5.5%
MA 567 3.9%
SCHW 388 9.5%
Top Reduces (Value $000, Stocks/ETFs)
PRM -54,403 -100.0%
TDG -17,154 -22.0%
LBRDA -3,298 -82.7%
BRK-B -1,323 -6.6%
SHW -762 -12.3%
META -345 -0.6%
CL -306 -11.5%
TMO -235 -100.0%
WWD -204 -3.3%
CR -200 -3.7%
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