Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2019)
As of Mar 31, 2019, 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 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
|