Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 22.84% | 485,375 | $74M | trimmed−11% | −2.12 pp | 21 q |
| BNBrookfield Corporation | 20.07% | 1,615,220 | $65M | added+4% | +2.59 pp | 5 q |
| BRK.ABerkshire Hathaway Inc. | 11.93% | 71 | $39M | new | +11.93 pp | new |
| MSFTMicrosoft Corp | 10.38% | 89,165 | $34M | trimmed−1% | +0.24 pp | 4 q |
| MKLMarkel Group Inc. | 9.73% | 22,135 | $31M | trimmed−32% | −7.37 pp | 4 q |
| SHOPShopify Inc. Class A subordinate voting shares | 6.31% | 261,490 | $20M | trimmed−1% | +1.17 pp | 8 q |
| GOOGLAlphabet Inc. Class A | 5.98% | 138,140 | $19M | trimmed−40% | −4.77 pp | 13 q |
| MNDYmonday.com Ltd. | 5.01% | 86,165 | $16M | trimmed−24% | −1.43 pp | 8 q |
| BURBurford Capital Limited | 4.92% | 1,017,470 | $16M | added+3% | −0.02 pp | 9 q |
| TRUPTrupanion, Inc. | 2.83% | 299,870 | $9M | trimmed−1% | −0.22 pp | 21 q |
