Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2026. 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 2026, the filing reported:

New Buys - Netflix, Inc., iShares 0-3 Month Treasury Bond

Increases - None reported

Reductions - Amazon.com, Inc., Brookfield Corporation, Berkshire Hathaway Inc., Alphabet Inc., Markel Group Inc., and 1 more

Complete Exits - Burford Capital

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 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-3,755	-1.2%	$65.09M	312,530
Q1 2026	BN Brookfield Corporation	Brookfield Corporation	Sell	-20,720	-1.5%	$56.36M	1,392,742
Q1 2026	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-4	-6.0%	$45.24M	63
Q1 2026	BUR Burford Capital	Burford Capital	Sell - Position Exit	-1,835,072	-100.0%	$0.00	-
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,120	-1.1%	$28.77M	100,035
Q1 2026	MKL Markel Group Inc.	Markel Group Inc.	Sell	-350	-1.5%	$43.17M	22,555
Q1 2026	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+279,480	-	$26.87M	279,480
Q1 2026	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Buy - Position Entry	+383,000	-	$38.55M	383,000
Q1 2026	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-7,365	-11.9%	$20.35M	54,735