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Greenlea Lane Capital

Q4 2025 13F · by Josh Tarasoff, portfolio manager

As of
Dec 31, 2025
Filed
Feb 17, 2026
US stock
$343M · prev $343M
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%

Moves6 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 · 1.7% a year, more than 30 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions79% of US stock

  1. AMZN Amazon.Com Inc trimmed+0.70 pp trimmed+0.7021.3%
  2. BN Brookfield Corporation trimmed−0.11 pp trimmed−0.1118.9%
  3. BRK.A Berkshire Hathaway Inc. held held14.8%
  4. MKL Markel Group Inc. added+1.86 pp added+1.8614.4%
  5. GOOGL Alphabet Inc. Class A trimmed+1.81 pp trimmed+1.819.2%

Positions8 in this filing · 0 exited

AMZNAmazon.Com Inc21.31%316,285$73Mtrimmed−2%+0.70 pp29 q
BNBrookfield Corporation18.93%1,413,462$65Mtrimmed−1%−0.11 pp13 q
BRK.ABerkshire Hathaway Inc.14.76%67$51Mheld—9 q
MKLMarkel Group Inc.14.37%22,905$49Madded+2%+1.86 pp12 q
GOOGLAlphabet Inc. Class A9.24%101,155$32Mtrimmed−3%+1.81 pp21 q
TRUPTrupanion, Inc.8.47%776,490$29Madded+2%−1.17 pp29 q
TSLATesla, Inc.8.15%62,100$28Mtrimmed−22%−2.14 pp7 q
BURBurford Capital Limited4.78%1,835,072$16Mheld—17 q

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Accession
0001420506-26-000460
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet