Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q3 2019)

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 Sep 30, 2019. 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 Q3 2019, the filing reported:

New Buys - None reported

Increases - Netflix, Inc., Stitch Fix, Inc.

Reductions - KKR & Co. Inc., Meta Platforms, Inc., Spotify

Complete Exits - Shake Shack, Inc.

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
Q3 2019	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-143,760	-15.9%	$20.35K	757,900
Q3 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-36,380	-41.0%	$9.31K	52,280
Q3 2019	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+26,880	+43.7%	$23.65K	88,375
Q3 2019	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Buy	+9,530	+3.2%	$5.86K	304,480
Q3 2019	SHAK Shake Shack, Inc.	Shake Shack, Inc.	Sell - Position Exit	-167,760	-100.0%	$0.00	-
Q3 2019	SPOT Spotify	Spotify	Sell	-20,315	-28.3%	$5.87K	51,505