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.
Reductions - Amazon.com, Inc., Brookfield Corporation, Berkshire Hathaway Inc., Burford Capital, Alphabet Inc., and 2 more
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
|