Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2025, the filing reported:
New Buys - Brookfield Asset Management Inc
Increases - Burford Capital
Reductions - Trupanion, Inc., Tesla, Inc.
Complete Exits - Brookfield Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.