East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2025. The filing, signed by Chief Compliance Officer Paula Dube, updates the firm's list of equity securities held in discretionary accounts.
The report lists 77 distinct positions held by the firm. The largest holding disclosed is Perimeter Solutions Inc., for which the firm holds 4,180,399 shares. Other significant positions include Tesla Inc. with 130,980 shares, Liberty Broadband Corp. with 8,297 shares, and Mastercard Incorporated Class A with 27,441 shares.
The portfolio is heavily weighted toward large-cap technology and industrial names. Major holdings include Meta Platforms Inc. Class A (98,412 shares), Microsoft Corp. (12,466 shares), Johnson & Johnson (6,951 shares), and JPMorgan Chase & Co. (4,743 shares). The firm also holds substantial positions in industrial and consumer staples companies such as Crane Company (33,967 shares), Sherwin-Williams (15,552 shares), and Procter & Gamble (5,412 shares).
In addition to individual stocks, the filing includes several exchange-traded funds. Notable ETF holdings include the SPDR S&P 500 ETF Trust (5,298 shares), the iShares Core S&P 500 ETF (394 shares), and the Vanguard S&P 500 ETF (500 shares).
