Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2022)
As of Dec 31, 2022, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 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 Q4 2022, the filing reported:
New Buys - Brookfield Corporation
Increases - None reported
Reductions - Amazon.com, Inc., Brookfield Asset Management Ltd., Burford Capital, Salesforce, Inc., Alphabet Inc., and 5 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 |
|---|---|---|---|
|
Q4 2022
|
AMZN
Amazon.com, Inc.
|
Sell |
-19,160
|
|
Q4 2022
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-662,367
|
|
Q4 2022
|
BN
Brookfield Corporation
|
Buy - Position Entry |
+943,600
|
|
Q4 2022
|
BUR
Burford Capital
|
Sell |
-161,627
|
|
Q4 2022
|
CRM
Salesforce, Inc.
|
Sell |
-96,050
|
|
Q4 2022
|
GOOGL
Alphabet Inc.
|
Sell |
-51,565
|
|
Q4 2022
|
MNDY
Monday.com
|
Sell |
-43,795
|
|
Q4 2022
|
NFLX
Netflix, Inc.
|
Sell |
-65,785
|
|
Q4 2022
|
SHOP
Shopify Inc.
|
Sell |
-341,295
|
|
Q4 2022
|
SPOT
Spotify
|
Sell |
-68,560
|
|
Q4 2022
|
TRUP
Trupanion, Inc.
|
Sell |
-197,370
|