East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR/A for the period ending March 31, 2025. The filing, submitted on October 30, 2026, lists the firm's equity securities holdings as of the specified date.
The report identifies 77 separate equity securities held by the firm. The largest position disclosed in the filing is in TransDigm Group Inc., where the firm holds 47,722 shares. Other significant holdings include Perimeter Solutions Inc. with 4,188,686 shares, Stellantis N.V. with 22,727 shares, and Woodward Inc. with 34,798 shares.
The portfolio includes a mix of major technology companies, consumer goods, and industrial firms. Notable holdings include Apple Inc. with 48,630 shares, Microsoft Corp. with 12,466 shares, Alphabet Inc. Class C with 389,399 shares, and Amazon.com Inc. with 72,497 shares. The filing also lists positions in Visa Inc. (19,975 shares), Mastercard Incorporated Class A (27,502 shares), and Walmart Inc. (2,889 shares).
In addition to individual stocks, the filing lists several exchange-traded funds (ETFs). These include the SPDR S&P 500 ETF Trust with 5,339 shares, the iShares Core S&P 500 ETF with 394 shares, and the Vanguard S&P 500 ETF with 500 shares. Other ETFs listed include the iShares Core MSCI EAFE ETF, iShares Core S&P Small-Cap ETF, and various other index funds.
