East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR, updating its institutional holdings as of June 30, 2023. The filing, signed by Chief Compliance Officer Paula Dube, covers a portfolio of 65 equity securities.
The restated portfolio includes a mix of large-cap technology and industrial companies alongside various exchange-traded funds. The largest position disclosed in the filing is Mastercard Incorporated Class A, for which the firm holds 11,786,507 shares. Other significant holdings include Alphabet Inc. Class C shares (48,314,742 shares), Visa Inc. Class A (4,865,727 shares), and TransDigm Group Inc. (72,107 shares).
Major industrial and consumer names also appear in the portfolio. Berkshire Hathaway Inc. Class B is held at 62,457 shares, while Deere & Co. and United Parcel Service are held at 14,062 and 10,155 shares, respectively. The portfolio also includes a substantial position in Perimeter Solutions SA, with 2,752,258 shares.
In addition to individual stocks, the filing lists several exchange-traded funds, including the iShares MSCI Switzerland ETF, the SPDR S&P 500 ETF Trust, and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF.
