Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2025)

As of Dec 31, 2025, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 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 2025, the filing reported:

New Buys - None reported

Increases - Brookfield Corporation, Markel Group Inc., Trupanion, Inc.

Reductions - Amazon.com, Inc., Alphabet Inc., Tesla, Inc.

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 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-5,610	-1.7%	$73.00M	316,285
Q4 2025	BN Brookfield Corporation	Brookfield Corporation	Buy	+461,247	+48.4%	$64.86M	1,413,462
Q4 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,615	-3.5%	$31.66M	101,155
Q4 2025	MKL Markel Group Inc.	Markel Group Inc.	Buy	+450	+2.0%	$49.24M	22,905
Q4 2025	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+12,395	+1.6%	$29.02M	776,490
Q4 2025	TSLA Tesla, Inc.	Tesla, Inc.	Sell	-17,235	-21.7%	$27.93M	62,100