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Josh Tarasoff's portfolio at Greenlea Lane Capital Management, as of December 31, 2025, is heavily concentrated in Financial Services and Consumer Cyclical sectors, with significant holdings in Amazon and Brookfield Corporation.

A snapshot of Josh Tarasoff's top holdings as of December 31, 2025, highlighting significant share changes in major holdings.

Josh Tarasoff's portfolio saw significant changes in the latest quarter, with major increases in Brookfield Corp and Markel Group, alongside notable decreases in Tesla and Amazon shares.

Greenlea Lane Capital Management's Josh Tarasoff held significant stakes in Amazon, Brookfield, Markel, Alphabet, Trupanion, and Tesla as of December 2025.

Greenlea Lane Capital Management's Josh Tarasoff reported a substantial portfolio value of $342.65 million as of December 31, 2025, highlighting significant changes in holdings across key sectors.

Greenlea Lane Capital Management's portfolio valued at $342.65 million as of December 31, 2025, with detailed holdings and changes.

Eric H. Schoenstein's Jensen Investment Management portfolio, as of Dec 31, 2025, is dominated by major tech and healthcare stocks, with significant allocations to Microsoft, Apple, and NVIDIA.

A snapshot of Jensen Investment Management's Eric H. Schoenstein's top holdings as of Dec 31, 2025, highlighting observable changes in shares and positions across key sectors.

Eric H. Schoenstein's portfolio, as of December 2025, reflects mixed quarterly trends with notable decreases in holdings like Microsoft, Apple, and Alphabet, while positions in NVIDIA and Amazon saw significant increases.

Analysis of Eric H. Schoenstein's portfolio concentration as of December 31, 2025, highlighting major holdings and share changes.

Eric H. Schoenstein of Jensen Investment Management saw his portfolio value fluctuate significantly in Q4 2025, marked by substantial reductions in several major holdings and a notable increase in Amazon.com Inc. (AMZN).

Eric H. Schoenstein's Jensen Investment Management portfolio totaled $6.34 billion as of December 31, 2025. Key holdings like Microsoft, Apple, and Amazon saw significant changes in allocation.