Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2019, the filing reported:

New Buys - None reported

Increases - Netflix, Inc., Trupanion, Inc.

Reductions - Amazon.com, Inc., Brookfield Asset Management Ltd., KKR & Co. Inc., Meta Platforms, Inc., Stitch Fix, Inc., and 1 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,715	-10.9%	$25.92K	14,025
Q4 2019	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Sell	-32,655	-4.5%	$40.01K	692,215
Q4 2019	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-71,445	-9.4%	$20.02K	686,455
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-325	-0.6%	$10.66K	51,955
Q4 2019	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+2,870	+3.2%	$29.52K	91,245
Q4 2019	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Sell	-1,890	-0.6%	$7.76K	302,590
Q4 2019	SPOT Spotify	Spotify	Sell	-345	-0.7%	$7.65K	51,160
Q4 2019	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+164,900	+26.1%	$29.83K	796,372