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
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