Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Spotify

Increases - None reported

Reductions - Amazon.com, Inc., Markel Group Inc., Netflix, Inc., Tesla, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-32,180	-10.3%	$66.82M	280,350
Q2 2026	MKL Markel Group Inc.	Markel Group Inc.	Sell	-2,250	-10.0%	$39.66M	20,305
Q2 2026	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-3,645	-1.3%	$19.69M	275,835
Q2 2026	SPOT Spotify	Spotify	Buy - Position Entry	+39,370	-	$18.08M	39,370
Q2 2026	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-7,345	-13.4%	$19.93M	47,390
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-3,755	-1.2%	$65.09M	312,530
Q1 2026	BN Brookfield Corporation	Brookfield Corporation	Sell	-20,720	-1.5%	$56.36M	1,392,742
Q1 2026	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-4	-6.0%	$45.24M	63
Q1 2026	BUR Burford Capital	Burford Capital	Sell - Position Exit	-1,835,072	-100.0%	$0.00	-
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,120	-1.1%	$28.77M	100,035
Q1 2026	MKL Markel Group Inc.	Markel Group Inc.	Sell	-350	-1.5%	$43.17M	22,555
Q1 2026	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+279,480	-	$26.87M	279,480
Q1 2026	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Buy - Position Entry	+383,000	-	$38.55M	383,000
Q1 2026	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-7,365	-11.9%	$20.35M	54,735