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East Coast Asset Management, LLC.

CIK:0001579254
Investment Adviser
$750M AUM
69 holdings
Essex, MA, United States
Founded:2008
9 employees
Latest filing:Jun 30, 2025

East Coast Asset Management, LLC is a Massachusetts-based investment management firm headquartered in Essex, MA. Founded in 2008 by Christopher Begg, Scott Bradford, and Benjamin Favazza, the firm manages over $750 million in assets and serves high-net-worth individuals, individuals, charitable organizations, and pooled investment vehicles. As of 2025, the firm has 9 employees, with a focus on providing discretionary investment advice.

Investment Strategy

East Coast Asset Management, LLC employs a long-term value-oriented investment approach, focusing on identifying high-quality businesses with durable competitive advantages, strong cash flow generation, and capable management. The firm constructs concentrated portfolios, typically emphasizing equity securities, and aligns its investment philosophy with the goal of compounding capital for its clients with a strict emphasis on risk management and downside protection.

Latest 13F Filing Activity

East Coast Asset Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $301M. The fund increased holdings in Perimeter Solutions Inc., Meta Platforms Inc., Tesla Inc. among other positions. East Coast Asset Management, LLC. reduced exposure to Brookfield Corp., Berkshire Hathaway Inc. Del, Apple Inc. among others.

Top Buys
P
PRMPERIMETER SOLUTIONS INC
+$8.0M
M
METAMETA PLATFORMS INC
+$6.9M
T
TSLATESLA INC
+$5.2M
T
TDGTRANSDIGM GROUP INC
+$3.2M
A
AMZNAMAZON COM INC
+$2.9M
Top Sells
B
BNBROOKFIELD CORP
-$12.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$1.6M
A
AAPLAPPLE INC
-$715.4K
P
PEPPEPSICO INC
-$357.3K
C
CLXCLOROX CO DEL
-$289.3K

Top Holdings

G
GOOGALPHABET INC
+12.6%$37.8M
T
TDGTRANSDIGM GROUP INC
+11.9%$35.9M
M
METAMETA PLATFORMS INC
+10.5%$31.6M
P
PRMPERIMETER SOLUTIONS INC
+9.6%$28.8M
T
TSLATESLA INC
+6.3%$18.9M

Equity Positions (69)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ALPHABET INC12.55%$37.8M213,322$63.88$177.39+$2.1M
TRANSDIGM GROUP INC11.92%$35.9M23,628$495.20$1520.64+$3.2M
META PLATFORMS INC10.47%$31.6M42,771$288.45$738.09+$6.9M
PERIMETER SOLUTIONS INC9.57%$28.8M2,071,820$12.69$13.92+$8.0M
TESLA INC6.26%$18.9M59,379$283.62$317.66+$5.2M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+40.6%
CHEMICALS & ALLIED PRODUCTS
+11.0%
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+9.7%
MOTOR VEHICLES & PASSENGER CAR BODIES
+9.6%
FIRE, MARINE & CASUALTY INSURANCE
+7.0%