Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.40
- trimmed−2.56
- trimmed−1.62
- trimmed−1.83
- new+11.20
Positions
| AMZNAmazon.Com Inc | 18.91% | 312,530 | $65M | trimmed−1% | −2.40 pp | 30 q |
| BNBrookfield Corporation | 16.37% | 1,392,742 | $56M | trimmed−1% | −2.56 pp | 14 q |
| BRK.ABerkshire Hathaway Inc. | 13.14% | 63 | $45M | trimmed−6% | −1.62 pp | 10 q |
| MKLMarkel Group Inc. | 12.54% | 22,555 | $43M | trimmed−2% | −1.83 pp | 13 q |
| SGOViShares 0-3 Month Treasury Bond ETF | 11.20% | 383,000 | $39M | new | +11.20 pp | new |
| GOOGLAlphabet Inc. Class A | 8.36% | 100,035 | $29M | trimmed−1% | −0.88 pp | 22 q |
| NFLXNetFlix Inc | 7.80% | 279,480 | $27M | new | +7.80 pp | new |
| TSLATesla, Inc. | 5.91% | 54,735 | $20M | trimmed−12% | −2.24 pp | 8 q |
| TRUPTrupanion, Inc. | 5.78% | 776,490 | $20M | held | — | 30 q |
| BURBurford Capital Limited | — | −1,835,072 | — | exited | −4.78 pp | — |
