Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2025)

According to the SEC 13F filed on May 13, 2025, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:

New Buys - None reported
Increases - Markel Group 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 Type Change Qty
Q1 2025
AMZN
Amazon.com, Inc.
Sell
-35,425
Q1 2025
BN
Brookfield Corporation
Sell
-27,470
Q1 2025
BRK-A
Berkshire Hathaway Inc.
Sell
-3
Q1 2025
BUR
Burford Capital
Sell
-94,000
Q1 2025
GOOGL
Alphabet Inc.
Sell
-3,000
Q1 2025
MKL
Markel Group Inc.
Buy
+735
Q1 2025
TRUP
Trupanion, Inc.
Sell
-25,820
Q1 2025
TSLA
Tesla, Inc.
Sell
-2,310