Josh Tarasoff - Greenlea Lane Capital Management Investment Strategy (Jun 30, 2025)

As of Jun 30, 2025, the Greenlea Lane Capital Management portfolio managed by Josh Tarasoff demonstrates a sophisticated investment approach with 15 positions and an average holding period of 721 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Financial Services, Technology sectors with a typical position size of 10.6% of the portfolio.

The portfolio's risk management approach includes a maximum position size of 10.58% 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.

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

Metric	Value	Category	Description
Holding Period	2.0 years	Style	Average duration positions are maintained
Position Count	15	Style	Number of active positions in portfolio
Position Size	10.6%	Risk	Typical allocation per position
Win Rate	64.0%	Performance	Percentage of profitable positions
Average Return	23.6%	Performance	Mean return across positions
Sharpe Ratio	0.25	Performance	Return per unit of risk taken

Investment Case Study: AMAZON COM INC (AMZN)

12/31/2018 - 11/9/2025

Total Return: 71,953.88%

Holding Period: 2505 days

Max Position Size: $87,276,863.00

Position Weight: 17.67%

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

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors: