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

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, 2020. 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 Inc, 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 Inc	Brookfield Asset Management Inc	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