Josh Tarasoff Greenlea Lane Capital Management: Portfolio Shifts in Q1 2026

Greenlea Lane Capital Management's portfolio, managed by Josh Tarasoff, has undergone significant changes during the first quarter of 2026, as reflected in the latest filing data. The portfolio, valued at approximately $344.3 million as of March 31, 2026, shows a mix of strategic adjustments across various sectors.

The most pronounced change during this period was the substantial increase in holdings of the iShares Core S&P Small Cap Value ETF (SGOV). The position grew by 383,000 shares, representing a staggering 100% increase from the previous quarter. This significant stake addition can be explored further at ISHARES TR (SGOV).

Conversely, the portfolio saw a notable decrease in its stake in Netflix (NFLX). The position experienced a substantial reduction of 249,410 shares, leading to an 829.43% decrease in its portfolio allocation. This substantial reduction in Netflix holdings is detailed at NETFLIX INC. (NFLX).

Other significant adjustments include a decrease in Amazon (AMZN) shares by 1.19%, a reduction in shares of Brookfield Corporation (BN) by 1.47%, and a decrease in Berkshire Hathaway (BRK-A) by 5.97%. Positions in Markel Group (MKL) and Tesla (TSLA) also saw reductions, albeit by smaller percentages.

Across sectors, the portfolio maintains a focus on Financial Services and Communication Services, with allocations to Consumer Cyclical stocks. The full list of holdings and their respective allocations can be viewed on the investor profile page for Josh Tarasoff at Greenlea Lane Capital Management.