Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 18.35% | 280,350 | $67M | trimmed−10% | −0.56 pp | 31+ q |
| BNBrookfield Corporation | 16.29% | 1,392,742 | $59M | held | — | 15 q |
| BRK.ABerkshire Hathaway Inc. | 12.95% | 63 | $47M | held | — | 11 q |
| MKLMarkel Group Inc. | 10.89% | 20,305 | $40M | trimmed−10% | −1.65 pp | 14 q |
| SGOViShares 0-3 Month Treasury Bond ETF | 10.59% | 383,000 | $39M | held | — | 2 q |
| GOOGLAlphabet Inc. Class A | 9.82% | 100,035 | $36M | held | — | 23 q |
| TSLATesla, Inc. | 5.47% | 47,390 | $20M | trimmed−13% | −0.44 pp | 9 q |
| NFLXNetFlix Inc | 5.41% | 275,835 | $20M | trimmed−1% | −2.39 pp | 2 q |
| TRUPTrupanion, Inc. | 5.28% | 776,490 | $19M | held | — | 31+ q |
| SPOTSpotify Technology S.A. | 4.96% | 39,370 | $18M | new | +4.96 pp | new |
