Josh Tarasoff - Greenlea Lane Capital Management Investment Strategy (Mar 31, 2026)


As of Mar 31, 2026, the Greenlea Lane Capital Management portfolio managed by Josh Tarasoff demonstrates a sophisticated investment approach with 16 positions and an average holding period of 947 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Financial Services, Technology sectors with a typical position size of 10.8% of the portfolio.


The portfolio's risk management approach includes a maximum position size of 10.85% and sector diversification of 4%, exemplified by the case study of AMAZON COM INC (AMZN). This strategic framework provides insights into Josh Tarasoff's investment philosophy, risk management practices, and long-term value creation approach.

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period2.6 yearsStyleAverage duration positions are maintained
Position Count16StyleNumber of active positions in portfolio
Position Size10.8%RiskTypical allocation per position
Win Rate58.4%PerformancePercentage of profitable positions
Average Return18.1%PerformanceMean return across positions
Sharpe Ratio0.21PerformanceReturn per unit of risk taken

Investment Case Study: AMAZON COM INC (AMZN)

12/31/2018 - 5/14/2026

Performance Metrics

Total Return: 71,945.57%

Holding Period: 2691 days

Max Position Size: $87,276,863.00

Position Weight: 18.01%

Key Events

12/31/2018: ENTRY(12,380.00 shares) @ $1.50
3/31/2019: INCREASE(2,530.00 shares) @ $1.78
6/30/2019: INCREASE(830.00 shares) @ $1.89
12/31/2019: DECREASE(-1,715.00 shares) @ $1.85
6/30/2020: DECREASE(-3,833.00 shares) @ $2.76
9/30/2020: DECREASE(-1,252.00 shares) @ $3.15
12/31/2020: DECREASE(-1,599.00 shares) @ $3.26
3/31/2021: DECREASE(-193.00 shares) @ $3.09
6/30/2021: INCREASE(2,289.00 shares) @ $3.44
12/31/2021: INCREASE(480.00 shares) @ $3.33
3/31/2022: INCREASE(10,766.00 shares) @ $3.26
6/30/2022: INCREASE(519,872.00 shares) @ $0.11
9/30/2022: INCREASE(33,115.00 shares) @ $0.11
12/31/2022: DECREASE(-19,160.00 shares) @ $84.00
6/30/2023: DECREASE(-6,345.00 shares) @ $130.36
12/31/2023: DECREASE(-62,790.00 shares) @ $151.94
3/31/2024: DECREASE(-1,525.00 shares) @ $180.38
9/30/2024: DECREASE(-109,550.00 shares) @ $186.33
12/31/2024: DECREASE(-14,235.00 shares) @ $219.39
3/31/2025: DECREASE(-35,425.00 shares) @ $190.26
9/30/2025: DECREASE(-2,745.00 shares) @ $219.57
12/31/2025: DECREASE(-5,610.00 shares) @ $230.82
3/31/2026: DECREASE(-3,755.00 shares) @ $208.27

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations