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Greenlea Lane Capital

Q3 2025 13F · by Josh Tarasoff, portfolio manager

As of
Sep 30, 2025
Filed
Nov 14, 2025
US stock
$343M · prev $355M
Positions
8 · prev 8
Options notional
$0
Documents
1· no amendments

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%

Moves2 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 · 0.0% a year

  1. Low
  2. Moderate
  3. High

Top 5 positions77% of US stock

  1. AMZN Amazon.Com Inc trimmed+0.57 pp trimmed+0.5720.6%
  2. BN Brookfield Corporation held held19.0%
  3. BRK.A Berkshire Hathaway Inc. held held14.7%
  4. MKL Markel Group Inc. held held12.5%
  5. TSLA Tesla, Inc. held held10.3%

Positions8 in this filing · 0 exited

AMZNAmazon.Com Inc20.61%321,895$71Mtrimmed−1%+0.57 pp28 q
BNBrookfield Corporation19.04%952,215$65Mheld—12 q
BRK.ABerkshire Hathaway Inc.14.73%67$51Mheld—8 q
MKLMarkel Group Inc.12.51%22,455$43Mheld—11 q
TSLATesla, Inc.10.29%79,335$35Mheld—6 q
TRUPTrupanion, Inc.9.64%764,095$33Mheld—28 q
GOOGLAlphabet Inc. Class A7.43%104,770$25Mheld—20 q
BURBurford Capital Limited5.75%1,835,072$20Mtrimmed−45%−7.11 pp16 q

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Accession
0001420506-25-003244
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet