Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 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 Q1 2026, the filing reported:
New Buys - Netflix, Inc., iShares 0-3 Month Treasury Bond
Increases - None reported
Reductions - Amazon.com, Inc., Brookfield Corporation, Berkshire Hathaway Inc., Alphabet Inc., Markel Group Inc., and 1 more
Complete Exits - Burford Capital
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Sell |
-3,755
|
|
Q1 2026
|
BN
Brookfield Corporation
|
Sell |
-20,720
|
|
Q1 2026
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-4
|
|
Q1 2026
|
BUR
Burford Capital
|
Sell - Position Exit |
-1,835,072
|
|
Q1 2026
|
GOOGL
Alphabet Inc.
|
Sell |
-1,120
|
|
Q1 2026
|
MKL
Markel Group Inc.
|
Sell |
-350
|
|
Q1 2026
|
NFLX
Netflix, Inc.
|
Buy - Position Entry |
+279,480
|
|
Q1 2026
|
SGOV
iShares 0-3 Month Treasury Bond
|
Buy - Position Entry |
+383,000
|
|
Q1 2026
|
TSLA
Tesla, Inc.
|
Sell |
-7,365
|
|
Q4 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-5,610
|
|
Q4 2025
|
BN
Brookfield Corporation
|
Buy |
+461,247
|
|
Q4 2025
|
GOOGL
Alphabet Inc.
|
Sell |
-3,615
|
|
Q4 2025
|
MKL
Markel Group Inc.
|
Buy |
+450
|
|
Q4 2025
|
TRUP
Trupanion, Inc.
|
Buy |
+12,395
|
|
Q4 2025
|
TSLA
Tesla, Inc.
|
Sell |
-17,235
|