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

According to the SEC 13F filed on Nov 14, 2023, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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	-