East Coast Asset Management, LLC.

Q1 2025 13F-HR/A Holdings

Location
Essex, MA
Holdings as of
3/31/2025
Date filed
10/30/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
77
Total value ($000)
$471,600
Net value change ($000)
-25,391 (-5.1%)
New positions
2
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2026 Next filing: 10/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TDG 5,324 8.8%
BRK-B 2,801 14.8%
TSLA 2,197 7.8%
V 585 9.1%
WWD 462 7.8%
DE 405 7.0%
WM 374 11.4%
BRK-B 352 17.2%
VEA 266 NEW
MKL 245 5.3%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -15,591 -20.4%
PRM -9,578 -18.5%
BN -4,769 -12.5%
AMZN -2,493 -15.3%
META -2,089 -3.5%
AAPL -1,618 -13.0%
GOOGL -1,037 -18.3%
LPX -586 -13.4%
MSFT -520 -10.0%
MCO -408 -4.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type