Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Salesforce, Inc., Alphabet Inc.

Increases - Meta Platforms, Inc., Spotify

Reductions - Brookfield Asset Management Ltd., Netflix, Inc.

Complete Exits - KKR & Co. Inc., Stitch Fix, Inc.

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
Q1 2020	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Sell	-105,620	-15.3%	$25.96K	586,595
Q1 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+113,684	-	$16.37K	113,684
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+15,767	-	$18.32K	15,767
Q1 2020	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell - Position Exit	-686,455	-100.0%	$0.00	-
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+17,410	+33.5%	$11.57K	69,365
Q1 2020	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-40,910	-44.8%	$18.90K	50,335
Q1 2020	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Sell - Position Exit	-302,590	-100.0%	$0.00	-
Q1 2020	SPOT Spotify	Spotify	Buy	+28,545	+55.8%	$9.68K	79,705