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

According to the SEC 13F filed on May 15, 2024, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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