$107 Million is the total value of Suncoast Equity Management's 21 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCLN | Buy | PRICELINE GRP | $6,438,000 | +38.7% | 5,557 | +44.0% | 6.02% | +33.6% |
| EBAY | Buy | EBAY INC COM | $6,029,000 | +75.0% | 106,460 | +54.7% | 5.63% | +68.6% |
| HON | Buy | HONEYWELL | $5,800,000 | +36.6% | 62,280 | +36.3% | 5.42% | +31.6% |
| DISCK | Buy | DISCOVERY COMM. | $4,556,000 | +1.0% | 122,223 | +96.6% | 4.26% | -2.7% |
| GOOG | Buy | GOOGLE INC CL C | $2,577,000 | +1.1% | 4,464 | +0.7% | 2.41% | -2.7% |
| BRKA | New | BERKSHIRE HATHAWAY CL A | $207,000 | – | 100 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 10.3% |
| VISA INC | 42 | Q3 2023 | 10.5% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 7.5% |
| NIKE INC CLASS B | 42 | Q3 2023 | 7.2% |
| CHECK POINT SOFTWARE TECH LT | 42 | Q3 2023 | 7.1% |
| MASTERCARD INCORPORATED | 34 | Q3 2023 | 6.0% |
| ALPHABET INC | 32 | Q3 2023 | 7.4% |
| ALPHABET INC | 32 | Q3 2023 | 2.6% |
| APPLE INC COM | 31 | Q3 2023 | 8.5% |
| MICROSOFT CORP | 30 | Q3 2023 | 10.6% |
View Suncoast Equity Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-28 |
View Suncoast Equity Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.