Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2023)
According to the SEC 13F filed on May 15, 2023, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. 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 2023, the filing reported:
New Buys - Markel Group Inc., Microsoft Corporation
Reductions - Salesforce, Inc., Shopify Inc.
Complete Exits - Netflix, Inc.
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 2023
|
BUR
Burford Capital
|
Buy |
+313,478
|
|
Q1 2023
|
CRM
Salesforce, Inc.
|
Sell |
-94,810
|
|
Q1 2023
|
MKL
Markel Group Inc.
|
Buy - Position Entry |
+6,230
|
|
Q1 2023
|
MNDY
Monday.com
|
Buy |
+47,465
|
|
Q1 2023
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+90,870
|
|
Q1 2023
|
NFLX
Netflix, Inc.
|
Sell - Position Exit |
-30,070
|
|
Q1 2023
|
SHOP
Shopify Inc.
|
Sell |
-104,750
|
|
Q1 2023
|
TRUP
Trupanion, Inc.
|
Buy |
+46,860
|