Josh Tarasoff - Greenlea Lane Capital Management Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Greenlea Lane Capital Management portfolio holdings is valued at approximately $355.48M, featuring 8 publicly traded holdings. This in-depth profile highlights the top investments led by AMAZON COM INC (AMZN), BROOKFIELD CORP CL A LTD VT SH (BAM), BERKSHIRE HATHAWAY INC DEL (BRK-A), BURFORD CAPITAL LTD (BUR), MARKEL CORP COM (MKL), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Greenlea Lane Capital Management’s stock portfolio spans 8 holdings across 4 different sectors, with a total market value of $355.48M. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 76% of the total portfolio value. AMAZON COM INC remains single largest position at 20.0% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Greenlea Lane Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| AMZN AMAZON COM INC | 20.04% | $71,222,770 |
| BAM BROOKFIELD CORP CL A LTD VT SH | 16.57% | $58,894,498 |
| BRK-A BERKSHIRE HATHAWAY INC DEL | 13.74% | $48,829,600 |
| BUR BURFORD CAPITAL LTD | 12.86% | $45,723,630 |
| MKL MARKEL CORP COM | 12.62% | $44,850,719 |
| TRUP TRUPANION INC | 11.90% | $42,292,658 |
| TSLA TESLA INC COM | 7.09% | $25,201,556 |
| GOOGL ALPHABET INC CAP STK | 5.19% | $18,463,617 |