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EAST COAST ASSET MANAGEMENT, LLC. 13F portfolio summary

EAST COAST ASSET MANAGEMENT, LLC. of EAST COAST ASSET MANAGEMENT, LLC. has 67 current stock holdings with a reported portfolio value of $338.6M. The portfolio 1 year return is +26.22%. Top holdings include GOOG (16.65%), TSLA (12.78%), PRM (11.48%), TDG (9.45%), SATS (5.71%).

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EAST COAST ASSET MANAGEMENT, LLC.

EAST COAST ASSET MANAGEMENT, LLC.
Latest filing: 2026-06-30

EAST COAST ASSET MANAGEMENT, LLC. runs EAST COAST ASSET MANAGEMENT, LLC. and currently holds 67 stock positions, which is fewer than the average of 230 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%.

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Top 5 Holdings
GOOG16.6%
TSLA12.8%
PRM11.5%
TDG9.4%
SATS5.7%
Top 5: 56.1%
Portfolio Returns
1 Year
+26.22%
#0/1000
3 Year
+101.60%
#0/1000
5 Year
+78.97%
#0/1000

Portfolio Value

$338.60M

Alpha Score

68.7

#0 of 1000

Holdings

67

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67 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GOOG
ALPHABET INC
16.65%$63.88$341.75+434.99%
Trimmed
-3.88%
TSLA
TESLA INC
12.78%$338.73$362.86+7.12%
Added
+3.05%
PRM
PERIMETER SOLUTIONS INC
11.48%$12.69$31.45+147.79%
Trimmed
-19.69%
TDG
TRANSDIGM GROUP INC
9.45%$522.70$1,200.42+129.66%
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$258.63+206.43%
Added
+12.64%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.28%$166.48$495.77+197.80%
Trimmed
-3.92%
WWD
WOODWARD INC
3.55%$78.20$343.26+338.95%
Trimmed
-1.69%
MA
MASTERCARD INCORPORATED
3.32%$93.00$580.56+524.26%
Trimmed
-4.39%
AAPL
APPLE INC
3.16%$36.85$309.35+739.48%
Trimmed
-4.57%

Showing 1-10 of 67