Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - Burford Capital, Trupanion, Inc.

Reductions - Amazon.com, Inc., Brookfield Corporation, Alphabet Inc., Shopify Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,525	-0.3%	$87.28M	483,850
Q1 2024	BN Brookfield Corporation	Brookfield Corporation	Sell	-68,085	-4.2%	$64.78M	1,547,135
Q1 2024	BUR Burford Capital	Burford Capital	Buy	+17,910	+1.8%	$16.54M	1,035,380
Q1 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-25,360	-18.4%	$17.02M	112,780
Q1 2024	SHOP Shopify Inc.	Shopify Inc.	Sell	-1,550	-0.6%	$20.06M	259,940
Q1 2024	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+125,200	+41.8%	$11.74M	425,070