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:
New Buys - Berkshire Hathaway Inc.
Increases - Brookfield Corporation, Burford Capital
Reductions - Amazon.com, Inc., Alphabet Inc., Markel Group Inc., Monday.com, Microsoft Corporation, and 2 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 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
|