Josh Tarasoff's Quarterly Portfolio Trends: Key Holdings Shifts Revealed

Greenlea Lane Capital Management's portfolio held by Josh Tarasoff, valued at approximately $342.7 million as of December 31, 2025, showed notable shifts in its top holdings during the quarter.

Brookfield Corp (BN) stands out with a substantial increase in its position, growing by 48.44% in shares during the quarter, now accounting for 18.93% of the portfolio. This significant stake increase can be explored further here: https://www.insiderset.com/investors/stocks/BN.

Markel Group Inc. (MKL) also saw a notable rise, with its position increasing by 2.0% in shares, now representing 14.37% of the portfolio. Details on this stock are available here: https://www.insiderset.com/investors/stocks/MKL.

In contrast, Tesla Inc. (TSLA) experienced a significant reduction in its position, with shares decreasing by 21.72%, now holding 8.15% of the portfolio. More information on Tesla can be found here: https://www.insiderset.com/investors/stocks/TSLA.

Amazon.com Inc. (AMZN) also saw a decrease, albeit smaller, with its position down by 0.18% in shares, now comprising 21.31% of the portfolio. Insights on Amazon are available here: https://www.insiderset.com/investors/stocks/AMZN.

Meanwhile, Alphabet Inc. (GOOGL) experienced a slight decrease of 3.45% in its position during the quarter, now holding 9.24% of the portfolio. Further details on GOOGL can be found here: https://www.insiderset.com/investors/stocks/GOOGL.

Trupanion Inc. (TRUP) saw a modest increase of 1.62% in its position, now accounting for 8.47% of the portfolio. More information on TRUP is available here: https://www.insiderset.com/investors/stocks/TRUP.

For a complete view of Josh Tarasoff's investment profile and holdings, please visit his profile on Insiderset: https://www.insiderset.com/investor/josh-tarasoff-greenlea-lane-capital-management.