Josh Tarasoff - Greenlea Lane Capital Management Investment Strategy & Portfolio Analysis

According to the SEC 13F filed on Aug 14, 2026, Josh Tarasoff's Greenlea Lane Capital Management portfolio reflects a highly concentrated, high-conviction approach across 10 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are primarily driven by a small set of mega-cap compounders, with the top five holdings accounting for approximately 69% of total exposure and Amazon.com, alone contributing ~18%. While the portfolio includes 10 positions, economic outcomes are highly concentrated in a narrow set of financials and consumer cyclical companies names. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance instead anchored in durable, cash-generating businesses across financials, consumer discretionary, and unknown. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Moderately Concentrated, Economically Concentrated.