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ECAM

East Coast Asset Management Portfolio holdings

AUM $303M
1-Year Est. Return 35.55%
This Fund
S&P 500
This Quarter Est. Return
+10.76%
1 Year Est. Return
+35.55%
3 Year Est. Return
+141.88%
5 Year Est. Return
+152.25%
10 Year Est. Return
+638.36%
AUM
$340M
AUM Growth
+$20.9M
Cap. Flow
-$6.02M
Cap. Flow %
-1.77%
Top 10 Hldgs %
73.4%
Holding
72
New
4
Increased
9
Reduced
34
Closed
3

Top Buys

Rank Stock Value
1
ECHO
EchoStar
ECHO
+$11.2M
2
TSLA icon
Tesla
TSLA
+$5.84M
3
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$454K
4
MSFT icon
Microsoft
MSFT
+$390K
5
AKRE
Akre Focus ETF
AKRE
+$317K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$13.4M
2
PRM icon
Perimeter Solutions
PRM
+$5.24M
3
CHTR icon
Charter Communications
CHTR
+$2.65M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$549K

Sector Composition

Rank Sector Weight
1 Communication Services 27.43%
2 Consumer Discretionary 17.13%
3 Industrials 16.36%
4 Financials 15.78%
5 Materials 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.08T
$61.5M 18.1%
196,119
-4,099
-2% -$1.17M
PRM icon
2
Perimeter Solutions
PRM
$6.07B
$37.6M 11.06%
1,366,380
-207,593
-13% -$5.24M
TSLA icon
3
Tesla
TSLA
$1.22T
$36.7M 10.79%
81,595
+13,173
+19% +$5.84M
TDG icon
4
TransDigm Group
TDG
$69.9B
$31M 9.13%
23,341
-46
-0.2% -$60.3K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$15.4M 4.52%
30,591
-1,104
-3% -$549K
ECHO
6
EchoStar
ECHO
$25B
$14.9M 4.39%
+137,244
New +$11.2M
META icon
7
Meta Platforms (Facebook)
META
$1.37T
$14.4M 4.24%
21,842
-20,025
-48% -$13.4M
AMZN icon
8
Amazon
AMZN
$2.53T
$13.9M 4.1%
60,410
-962
-2% -$220K
MA icon
9
Mastercard
MA
$510B
$13.3M 3.9%
23,242
-61
-0.3% -$34.1K
AAPL icon
10
Apple
AAPL
$4.9T
$10.8M 3.17%
39,610
+263
+0.7% +$70.6K
WWD icon
11
Woodward
WWD
$21.2B
$8.78M 2.58%
29,040
-244
-0.8% -$67.1K
MCO icon
12
Moody's
MCO
$83.5B
$7.27M 2.14%
14,235
-134
-0.9% -$65.4K
TJX icon
13
TJX Companies
TJX
$176B
$7.01M 2.06%
45,657
-1,081
-2% -$160K
V icon
14
Visa
V
$673B
$5.69M 1.67%
16,232
-258
-2% -$87.9K
DE icon
15
Deere & Co
DE
$162B
$4.77M 1.4%
10,242
-18
-0.2% -$8.45K
MKL icon
16
Markel Group
MKL
$23.6B
$4.51M 1.33%
2,096
-14
-0.7% -$28.4K
SCHW
17
Charles Schwab
SCHW
$181B
$4.49M 1.32%
44,986
+94
+0.2% +$8.92K
MSFT icon
18
Microsoft
MSFT
$3.35T
$4.02M 1.18%
8,310
+779
+10% +$390K
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$3.44M 1.01%
5,041
-165
-3% -$112K
SHW icon
20
Sherwin-Williams
SHW
$83.7B
$3.39M 1%
10,468
-107
-1% -$35.8K
WM icon
21
Waste Management
WM
$90.9B
$2.95M 0.87%
13,424
-222
-2% -$47.3K
LPX icon
22
Louisiana-Pacific
LPX
$5.02B
$2.6M 0.77%
32,208
-636
-2% -$53.7K
BRK.A icon
23
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.26M 0.67%
3
– –
UNP icon
24
Union Pacific
UNP
$172B
$1.92M 0.57%
8,320
-133
-2% -$30.4K
CR icon
25
Crane Co
CR
$12.4B
$1.84M 0.54%
9,957
– –
1
2 3

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East Coast Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, East Coast Asset Management held 72 positions worth $340M, up 6.5% from $319M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

East Coast Asset Management's Q4 2025 filing shows 4 new, 9 increased, 34 reduced and 3 closed positions. Its largest new stake was EchoStar: 137,244 shares worth $14.9M. The largest sale was Meta Platforms (Facebook), an estimated $13.4M.

By sector, the portfolio is most concentrated in Communication Services at 27% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • East Coast Asset Management's largest Q4 2025 buy was EchoStar: 137,244 shares worth $14.9M.
  • East Coast Asset Management added most to Tesla in Q4 2025, an estimated $5.84M increase.
  • East Coast Asset Management's biggest Q4 2025 reduction was Meta Platforms (Facebook), cutting an estimated $13.4M.
  • East Coast Asset Management fully exited Charter Communications in Q4 2025, selling an estimated $2.65M.
  • East Coast Asset Management's ten largest holdings make up 73% of its $340M portfolio in Q4 2025.
  • East Coast Asset Management opened 4 new positions and closed 3 in Q4 2025.
  • East Coast Asset Management's portfolio value rose 6.5% quarter-over-quarter to $340M.

Based on East Coast Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.