Greenlea Lane Capital
Josh TarasoffWESTON, CTfiles as GREENLEA LANE CAPITAL MANAGEMENT, LLC
$364m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.4% of the portfolio this quarter.
Value
$364m
Stocks
10
Top 10 share
100.0%
Turnover
6.4%
What changed this quarter
New
Bought for the first time this quarter.
- Spotify TechnologySPOT5.0% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Amazon.comAMZN18.3% of the fund-10%
- Markel GroupMKL10.9% of the fund-10%
- TeslaTSLA5.5% of the fund-13%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- BrookfieldBN
- Share
- 16.3%
- Value
- $59m
- Shares
- 1,392,742
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 13.0%
- Value
- $47m
- Shares
- 63
Held
- Ishares TRSGOV
- Share
- 10.6%
- Value
- $39m
- Shares
- 383,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 18.3% | $67m | 280,350 | -10% |
| BrookfieldBN | 16.3% | $59m | 1,392,742 | Held |
| Berkshire Hathaway INC DELBRK-A | 13.0% | $47m | 63 | Held |
| Markel GroupMKL | 10.9% | $40m | 20,305 | -10% |
| Ishares TRSGOV | 10.6% | $39m | 383,000 | Held |
| AlphabetGOOGL | 9.8% | $36m | 100,035 | Held |
| TeslaTSLA | 5.5% | $20m | 47,390 | -13% |
| NetflixNFLX | 5.4% | $20m | 275,835 | Held |
| TrupanionTRUP | 5.3% | $19m | 776,490 | Held |
| Spotify TechnologySPOT | 5.0% | $18m | 39,370 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2.5% since 30 June 2025.
Where the money is
Retail & consumer23.8%
Media & telecom20.2%
Real estate16.3%
Financial services16.2%
Other23.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.