Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2023)

According to the SEC 13F filed on Feb 14, 2024, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2023, the filing reported:

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 2023
AMZN
Amazon.com, Inc.
Sell
-62,790
Q4 2023
BN
Brookfield Corporation
Buy
+55,211
Q4 2023
BRK-A
Berkshire Hathaway Inc.
Buy - Position Entry
+71
Q4 2023
BUR
Burford Capital
Buy
+33,002
Q4 2023
GOOGL
Alphabet Inc.
Sell
-91,270
Q4 2023
MKL
Markel Group Inc.
Sell
-10,290
Q4 2023
MNDY
Monday.com
Sell
-26,775
Q4 2023
MSFT
Microsoft Corporation
Sell
-475
Q4 2023
SHOP
Shopify Inc.
Sell
-1,390
Q4 2023
TRUP
Trupanion, Inc.
Sell
-1,600