Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2026, the filing reported:

New Buys - Spotify

Increases - None reported

Reductions - Amazon.com, Inc., Markel Group Inc., Netflix, Inc., Tesla, 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
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-32,180	-10.3%	$66.82M	280,350
Q2 2026	MKL Markel Group Inc.	Markel Group Inc.	Sell	-2,250	-10.0%	$39.66M	20,305
Q2 2026	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-3,645	-1.3%	$19.69M	275,835
Q2 2026	SPOT Spotify	Spotify	Buy - Position Entry	+39,370	-	$18.08M	39,370
Q2 2026	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-7,345	-13.4%	$19.93M	47,390