Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 14, 2024, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Burford Capital
Reductions - Amazon.com, Inc., Brookfield Corporation, Alphabet Inc., Markel Group Inc., Microsoft Corporation, and 2 more
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 | Type | Change Qty |
|---|---|---|---|
|
Q3 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-109,550
|
|
Q3 2024
|
BN
Brookfield Corporation
|
Sell |
-511,020
|
|
Q3 2024
|
BUR
Burford Capital
|
Buy |
+7,375
|
|
Q3 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-1,260
|
|
Q3 2024
|
MKL
Markel Group Inc.
|
Sell |
-290
|
|
Q3 2024
|
MSFT
Microsoft Corporation
|
Sell |
-49,815
|
|
Q3 2024
|
TRUP
Trupanion, Inc.
|
Sell |
-12,090
|
|
Q3 2024
|
TSLA
Tesla, Inc.
|
Sell |
-19,330
|