Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Brookfield Corporation, Burford Capital, Alphabet Inc., Markel Group Inc.

Reductions - None reported

Complete Exits - Spotify

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 2023	BN Brookfield Corporation	Brookfield Corporation	Buy	+250,779	+19.2%	$48.78M	1,560,009
Q3 2023	BUR Burford Capital	Burford Capital	Buy	+198,710	+25.3%	$13.78M	984,468
Q3 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+34,485	+17.7%	$30.02M	229,410
Q3 2023	MKL Markel Group Inc.	Markel Group Inc.	Buy	+8,300	+34.4%	$47.75M	32,425
Q3 2023	SPOT Spotify	Spotify	Sell - Position Exit	-122,045	-100.0%	$0.00	-