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Suncoast Equity Management
Suncoast Equity Management is an independent investment advisory firm headquartered in Tampa, Florida, founded in 1997. The firm specializes in focused equity investing and offers separately managed accounts and portfolio management for individuals, high net worth clients, pension plans, and corporations. The team consists of around 16-20 employees, with a majority being investment professionals. Suncoast applies a systematic, disciplined investment process and seeks to deliver long-term asset growth and downside risk protection for its clients.
Investment Strategy
Suncoast Equity Management utilizes a disciplined, bottom-up investment approach built on the principle of 'margin of safety,' as developed by Benjamin Graham and popularized by Warren Buffett. Their process emphasizes rigorous analysis of company fundamentals to determine intrinsic value and seeks to acquire shares at fair prices. Suncoast maintains concentrated growth portfolios managed by an experienced team, with the investment philosophy focused on discipline, consistency, and adjusting for market risk. The firm prioritizes minimizing downside risk and the impact of market volatility by investing in high-quality companies with proven earnings and growth potential.
Latest 13F Filing Activity
Suncoast Equity Management filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $1B. The fund increased holdings in Mckesson Corp., Uber Technologies Inc., Broadcom Inc. among other positions. Suncoast Equity Management reduced exposure to Accenture PLC Ireland, Fiserv Inc., Intuit among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.10% | $91.2M | 176,047 | $153.29 | $517.95 | +$3.9M |
N NVDA | NVIDIA CORPORATION | 8.66% | $86.9M | 465,534 | $48.50 | $186.58 | -$1.3M |
B BKNG | BOOKING HOLDINGS INC | 5.91% | $59.2M | 10,965 | $2785.45 | $5399.27 | -$4.2M |
G GOOG | ALPHABET INC | 5.61% | $56.2M | 230,868 | $48.51 | $243.55 | +$14.7M |
V V | VISA INC | 5.16% | $51.7M | 151,487 | $86.11 | $341.38 | -$2.1M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
C Cheeroke Townsend | Co-Portfolio Manager and Equity Research Analyst | Tampa, FL , United States | |
 | Sr. Vice President, Sr. Prosperity Advisor | Tampa, FL , United States | |
 | Vice President of Business Development and Projects | FL , United States | |
 | President | Tampa, FL , United States | |
 | President, Suncoast Prosperity Advisors |Financial and Estate Planning Solutions| | FL , United States | |
 | Sr. Vice President, Sr. Prosperity Advisor | Sanibel, FL , United States | |
 | Relationship Manager | Odessa, FL , United States |
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