Greenlea Lane Capital Management

Greenlea Lane Capital Management

13F Holdings and Portfolio Analysis

Josh Tarasoff 2025 Q2 13F holdings, quarterly changes, portfolio value trend and position weight distribution.

Greenlea Lane Capital Management Overview

Greenlea Lane Capital Management held 9 stocks in 2025 Q2, with total market value around $0.41B.

Greenlea Lane Capital Management's top five holdings in 2025 Q2: Amazon.com, Inc.(AMZN) 17.19%, BROOKFIELD CORP CL A LTD VT SH(BN) 14.21%, BROOKFIELD CORP CL A LTD VT SH CL A LTD VT SH(BAM) 14.21%, BERKSHIRE HATHAWAY INC CL A(BRK.A) 11.78%, BURFORD CAP LTD ORD SHS(BUR) 11.03%.

Portfolio Value
$0.41B
Current Holdings
9 stocks
New / Increased
1 / 1
Reduced / Exited
3 / 0

Current Holdings

1Amazon.com, Inc.AMZN0.0717.19%0.32 -$219.39$264.24 +20.44%$200.000.006.75+$0.02B+32.12%Held
2BROOKFIELD CORP CL A LTD VT SHBN0.0614.21%0.95 -1.57%$61.85$43.88 -29.05%$48.36-0.022.75-$0.00B-9.25%Reduced
3BROOKFIELD CORP CL A LTD VT SH CL A LTD VT SHBAM0.0614.21%0.95 $61.85- $61.85+0.950.25$0.00B0.00%New
4BERKSHIRE HATHAWAY INC CL ABRK.A0.0511.78%0.00 -$728800.00$705400.23 -3.21%$542625.030.001.75+$0.01B+30.00%Held
5BURFORD CAP LTD ORD SHSBUR0.0511.03%3.36 +325.39%$13.60- $13.03+2.573.75+$0.00B+4.35%Increased
6Markel Group Inc.MKL0.0410.82%0.02 -$1997.36$1888.98 -5.43%$1406.600.002.50+$0.01B+34.29%Held
7TRUPANION INC COMTRUP0.0410.21%0.76 -15.83%$55.35- $30.87-0.146.75+$0.02B+79.29%Reduced
8TESLA INC COMTSLA0.036.08%0.08 -2.13%$317.66$423.76 +33.40%$197.88-0.001.25+$0.02B+114.15%Reduced
9ALPHABET INC CAP STK CL AGOOGL0.024.46%0.10 -$176.23$375.95 +113.33%$234.320.004.75+$0.01B+60.44%Held
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"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.

Cost basis is an estimate and can differ materially from the actual cost, especially in edge cases.

Cost basis estimate: from the latest uninterrupted holding period, new or increased shares are added to the cost pool at the report price; reductions remove shares at the then-average cost. Example: buy 100 shares at $10 in Q1 and add 50 shares at $16 in Q2, estimated cost basis is (100 x 10 + 50 x 16) / 150 = $12 per share.

Return shows estimated dollar return on top and percentage return below. It uses current price when available, otherwise report price.

Portfolio Visuals

Track portfolio value, position weights and Top 10 history.

Market Value Trend ($B)

30 periods

Position Weight

TOP10

Holding Changes ($B)

All-period Top 10

Top 10 Holdings Replay

Animated view