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Greenlea Lane Capital

Q2 2025 13F · by Josh Tarasoff, portfolio manager

As of
Jun 30, 2025
Filed
Aug 14, 2025
US stock
$355M · prev $289M
Positions
8 · prev 8
Options notional
$0
Documents
1· 1 amendment

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves4 since the prior filing

The book

Very concentrated · behaves like 7 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 11% a year, about 9.4 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions76% of US stock

  1. AMZN Amazon.Com Inc held held20.0%
  2. BN Brookfield Corporation trimmed−0.95 pp trimmed−0.9516.6%
  3. BRK.A Berkshire Hathaway Inc. held held13.7%
  4. BUR Burford Capital Limited added+9.25 pp added+9.2512.9%
  5. MKL Markel Group Inc. held held12.6%

Revealed late, restated

restated 1 row corrected by the filer · US stock 0.00%; later quarters recomputed 13F-HR/A · Aug 14, 2025 ↗

Positions8 in this filing · 0 exited

AMZNAmazon.Com Inc20.04%324,640$71Mheld—27 q
BNBrookfield Corporation16.57%952,215$59Mtrimmed−2%−0.95 pp11 q
BRK.ABerkshire Hathaway Inc.13.74%67$49Mheld—7 q
BURBurford Capital Limited12.86%3,362,322$46Madded×4.3+9.25 pp15 q
MKLMarkel Group Inc.12.62%22,455$45Mheld—10 q
TRUPTrupanion, Inc.11.90%764,095$42Mtrimmed−16%+0.21 pp27 q
TSLATesla, Inc.7.09%79,335$25Mtrimmed−2%−0.17 pp5 q
GOOGLAlphabet Inc. Class A5.19%104,770$18Mheld—19 q

Source

Form
13F-HR/A
Reading
1 defect · 0 unresolved
Accession
0001420506-25-002187
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet
  • A security outside the official 13F list — CUSIP 112585104 not on the Official 13(f) List for 2025-06-30