Josh Tarasoff - Greenlea Lane Capital Management 13F Portfolio Holdings (Q2 2026)
According to the SEC 13F filed on Aug 14, 2026, the Greenlea Lane Capital Management portfolio is valued at approximately $364.21M across 10 publicly traded holdings as of quarter-end Jun 30, 2026. This profile highlights the top investments led by AMAZON COM INC (AMZN), BROOKFIELD CORP (BN), BERKSHIRE HATHAWAY INC DEL (BRK-A), MARKEL GROUP INC (MKL), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Greenlea Lane Capital Management's stock portfolio spans 10 holdings across 4 sectors, with a total market value of $364.21M. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. AMAZON COM INC remains the single largest position at 18.3% of all equity investments.
Complete Holdings
Showing 10 of 10 holdings.
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 18.35% | 280,350 | -32,180 | -10.30% | $66.82M |
| BROOKFIELD CORP | BN | Financial Services | 16.29% | 1,392,742 | - | - | $59.32M |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 12.95% | 63 | - | - | $47.18M |
| MARKEL GROUP INC | MKL | Financial Services | 10.89% | 20,305 | -2,250 | -9.98% | $39.66M |
| ISHARES TR | SGOV | Other | 10.59% | 383,000 | - | - | $38.56M |
| ALPHABET INC | GOOGL | Communication Services | 9.82% | 100,035 | - | - | $35.75M |
| TESLA INC | TSLA | Consumer Cyclical | 5.47% | 47,390 | -7,345 | -13.42% | $19.93M |
| NETFLIX INC. | NFLX | Communication Services | 5.41% | 275,835 | -3,645 | -1.30% | $19.69M |
| TRUPANION INC | TRUP | Financial Services | 5.28% | 776,490 | - | - | $19.23M |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 4.96% | 39,370 | -82,675 | -67.74% | $18.08M |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Financial Services | 45.41% | $165.38M |
| Consumer Cyclical | 23.82% | $86.75M |
| Other | 15.55% | $56.63M |
| Communication Services | 15.22% | $55.44M |
Portfolio insights
According to the SEC 13F filed on Aug 14, 2026, the Greenlea Lane Capital Management portfolio holds 10 securities valued at $364.21M as of quarter-end Jun 30, 2026. The Financial Services sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.