EAST COAST ASSET MANAGEMENT, LLC. 13F Portfolio
EAST COAST ASSET MANAGEMENT, LLC. runs EAST COAST ASSET MANAGEMENT, LLC. and currently holds 67 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $338.60M. Their top holdings are GOOG, TSLA, PRM, TDG, SATS. The top five represent 56.1% of reported portfolio weight. EAST COAST ASSET MANAGEMENT, LLC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, EAST COAST ASSET MANAGEMENT, LLC. initiated 4 new positions. They added to 9 existing positions. They trimmed 37 positions. Their current best-performing preview position is PRM with returns of +45.99%.
Portfolio Value
$338.60M
Alpha Score
68.7
#0 of 1000
Holdings
67
EAST COAST ASSET MANAGEMENT, LLC. Current 13F Holdings
Reported holdings from EAST COAST ASSET MANAGEMENT, LLC.'s latest SEC 13F filing, ranked by portfolio weight.
67 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOG ALPHABET INC | 16.65% | $63.88 | $347.86 | +444.55% | Trimmed -3.88% |
TSLA TESLA INC | 12.78% | $338.73 | $382.70 | +12.98% | Added +3.05% |
PRM PERIMETER SOLUTIONS INC | 11.48% | $12.69 | $27.75 | +118.68% | Trimmed -19.69% |
TDG TRANSDIGM GROUP INC | 9.45% | $522.70 | $1,108.27 | +112.03% | Added +3.40% |
SATS ECHOSTAR CORP | 5.71% | $106.68 | $86.98 | -18.47% | Added +38.88% |
AMZN AMAZON COM INC | 4.72% | $84.40 | $262.43 | +210.94% | Added +12.64% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 4.28% | $166.48 | $515.44 | +209.61% | Trimmed -3.92% |
WWD WOODWARD INC | 3.55% | $78.20 | $335.51 | +329.04% | Trimmed -1.69% |
MA MASTERCARD INCORPORATED | 3.32% | $93.00 | $589.23 | +533.58% | Trimmed -4.39% |
AAPL APPLE INC | 3.16% | $36.85 | $336.68 | +813.65% | Trimmed -4.57% |
Showing 1-10 of 67