Josh Tarasoff of Greenlea Lane Capital Management: Portfolio Changes in Q1 2026

As of June 30th, 2026, investor Josh Tarasoff managing Greenlea Lane Capital Management has reported significant changes to his portfolio holdings during the most recent quarter.

The data shows that no new stock positions were established by this insider during Q1 2026. Furthermore, there are no disclosed purchases in the filing summary for this period.

However, several existing holdings saw substantial reductions:

• SPOT, representing Spotify Technology S.A., experienced a massive 67.74% reduction in shares held by Mr. Tarasoff.
• AMZN (Amazon.com Inc.) saw an approximately 10.3% decrease in its share count.
• Tesla Inc. (TSLA) was reduced by about 13.42%.
• Netflix Inc. (NFLX) experienced a small reduction of roughly 1.3%.
• MKL, the Markel Group Inc., saw approximately a 9.98% decrease in shares held by this investor.

These reductions occurred across different sectors:

• The Consumer Cyclical sector, which includes holdings like AMZN and TSLA, was impacted significantly with notable share decreases reported for these stocks.
• In the Communication Services sector (NFLX), a small reduction in shares was observed.
• The Greenlea Lane Capital Management portfolio also includes holdings within the Financial Services sector, which saw reductions in both Brookfield Corp. (BN) and Markel Group Inc. (MKL).