Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 25.52% | 483,850 | $94M | held | — | 23 q |
| BNBrookfield Corporation | 17.54% | 1,547,135 | $64M | held | — | 7 q |
| BRK.ABerkshire Hathaway Inc. | 11.86% | 71 | $43M | held | — | 3 q |
| MSFTMicrosoft Corp | 10.88% | 89,165 | $40M | held | — | 6 q |
| MKLMarkel Group Inc. | 9.79% | 22,760 | $36M | added+3% | +0.25 pp | 6 q |
| TRUPTrupanion, Inc. | 8.83% | 1,100,000 | $32M | added×2.6 | +5.51 pp | 23 q |
| TSLATesla, Inc. | 6.30% | 116,600 | $23M | new | +6.30 pp | new |
| GOOGLAlphabet Inc. Class A | 5.61% | 112,780 | $21M | held | — | 15 q |
| BURBurford Capital Limited | 3.69% | 1,035,380 | $14M | held | — | 11 q |
| SHOPShopify Inc. Class A subordinate voting shares | — | −259,940 | — | exited | −5.68 pp | — |
| MNDYmonday.com Ltd. | — | −86,165 | — | exited | −5.51 pp | — |
