Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2019)
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 Mar 31, 2019. 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 2019, the filing reported:
New Buys - Stitch Fix, Inc.
Increases - Amazon.com, Inc., Brookfield Asset Management Inc, KKR & Co. Inc., Netflix, Inc., Shake Shack, Inc., and 3 more
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
AMZN
Amazon.com, Inc.
|
Buy |
+2,530
|
|
Q1 2019
|
BAM
Brookfield Asset Management Inc
|
Buy |
+135,400
|
|
Q1 2019
|
KKR
KKR & Co. Inc.
|
Buy |
+63,000
|
|
Q1 2019
|
NFLX
Netflix, Inc.
|
Buy |
+10,100
|
|
Q1 2019
|
SFIX
Stitch Fix, Inc.
|
Buy - Position Entry |
+251,400
|
|
Q1 2019
|
SHAK
Shake Shack, Inc.
|
Buy |
+31,900
|
|
Q1 2019
|
SPOT
Spotify
|
Buy |
+54,300
|
|
Q1 2019
|
TRUP
Trupanion, Inc.
|
Buy |
+102,113
|
|
Q1 2019
|
W
Wayfair Inc.
|
Buy |
+6,300
|