Suncoast Equity Management Purchases and Sells in Q1 2025

Suncoast Equity Management

$857 Million
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	1.93K + 1.29%	$306.92 - $362.71 $593K - $701K	152K $53.2M
BRK-B	793 + 1.67%	$442.66 - $534.52 $351K - $424K	48.4K $25.8M
LLY	1.62K + 3.88%	$725.72 - $929.72 $1.18M - $1.51M	43.4K $35.8M
MCK	320 + 1.1%	$566.21 - $672.99 $181K - $215K	29.4K $19.8M
SYK	2.17K + 1.78%	$355.18 - $399.9 $772K - $869K	124K $46.2M
ROL	34.6K + 85.11%	$45.65 - $54.03 $1.58M - $1.87M	75.2K $4.06M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	45.8K New	$576.36 - $736.67 $26.4M - $33.7M	45.8K $26.4M
BRK-A	3 New	$663000.0 - $801950.0 $1.99M - $2.41M	3 $2.4M
TT	6.26K New	$332.0 - $400.86 $2.08M - $2.51M	6.26K $2.11M
USFD	10.9K New	$63.38 - $72.02 $690K - $784K	10.9K $712K
OMEX	15K New	$0.38 - $0.75 $5.7K - $11.3K	15K $6K
CELESTICA INC	6.94K New	N/A	6.94K $0

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-52.5K - 22.33%	$209.68 - $247.1 $11M - $13M	182K $40.5M
GOOG	-4.88K - 1.96%	$156.06 - $207.71 $761K - $1.01M	243K $38M
SPY	-1.26K - 27.74%	$551.42 - $612.93 $696K - $774K	3.29K $1.84M
FICO	-206 - 14.37%	$1695.35 - $2030.47 $349K - $418K	1.23K $2.26M
TSLA	-254 - 23.87%	$222.15 - $428.22 $56.4K - $109K	810 $209K
FDX	-106 - 4.47%	$230.33 - $281.53 $24.4K - $29.8K	2.26K $551K

Activity Summary All Purchases 62 New Holdings 8 Increased Positions 54 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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