Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2026. 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