Diversified Portfolio Focuses on Financial Services and Consumer Cyclical Sectors
Greenlea Lane Capital Management's portfolio highlights significant allocations to financial services, with notable concentration in consumer cyclical stocks.
Diversified Portfolio Focuses on Financial Services and Consumer Cyclical Sectors
As of September 30, 2025, Greenlea Lane Capital Management's portfolio is characterized by a strategic allocation across key sectors. The majority of the investment is concentrated in three primary sectors: Financial Services, Consumer Cyclical, and Communication Services.
- Financial Services: This sector forms the largest portion of the portfolio at 56.01%. Within this category, Brookfield Corp (BN) holds a significant 19.04% allocation, marking a slight decrease from prior periods. Other notable holdings include BERKSHIRE HATHAWAY INC DEL (BRK-A), MARKEL GROUP INC (MKL), and TRUPANION INC (TRUP), collectively contributing 23.5%. The portfolio demonstrates a prudent diversification strategy within the Financial Services sector.
- Consumer Cyclical: AMAZON COM INC (AMZN) is the largest individual holding, representing 20.61% of the total portfolio value. This reflects a strong focus on technology and consumer-facing companies.
- Communication Services: ALPHABET INC (GOOGL) contributes 7.43% to the portfolio, highlighting an investment in digital and communication technologies.
The portfolio exhibits notable concentration in AMZN, BN, BRK-A, MKL, TSLA, TRUP, and GOOGL, with total holdings valued at $1,029,658,734.00 as of September 30, 2025.
Changes in the portfolio include a decrease in BN shares by 15,210 units (-1.57%) and TRUP shares by 764,095 units (-8.3%), indicating potential adjustments to market conditions or strategic repositioning.
This diversified approach aims to balance risk and return across sectors while maintaining a focus on high-growth areas such as technology and financial services.