East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending December 31, 2025. The filing, submitted on October 26, 2026, was signed by Chief Compliance Officer Paula Dube.
The restatement lists 75 total holdings held by the firm at the end of the reporting period. The top five positions by number of shares held are:
- Transdigm Group Inc.: 68,521,976 shares
- Perimeter Solutions Group Inc.: 78,450,658 shares
- Alphabet Inc. Class C: 119,012,894 shares
- Alphabet Inc. Class A: 9,328,321 shares
- Meta Platforms Inc. Class A: 35,540,423 shares
Other notable positions include significant stakes in Tesla Inc. (89,378,252 shares), Lockheed Martin Corp. (712,930 shares), and Waste Management Inc. (3,439,105 shares). The filing also includes various Exchange Traded Funds, such as the iShares Core S&P 500 ETF, the SPDR S&P 500 ETF Trust, and the Vanguard S&P 500 ETF.
