Greenlea Lane Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Greenlea Lane Capital Management, LLC reported 10 stock positions worth $364.2 million. Its top holding was Amazon.com (AMZN) at 18.3% of the portfolio, followed by Brookfield (BN, 16.3%) and Berkshire Hathaway Class A (BRK.A, 13.0%). Compared with Q1 2026, it opened 1 new position and reduced 4. The biggest buy was a new position in Spotify Technology (SPOT) and the biggest sale Netflix (NFLX, shares −1%).

Most Recent 13F
Q2 2026
Location
WESTON, CT
CIK
0001766504
Portfolio Value
$364.2M (Q2 2026)
SEC Filing
0001420506-26-001649 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $353.1M Q1 2024 Q2 2024: $366.4M Q2 2024 Q3 2024: $329.5M Q3 2024 Q4 2024: $331.7M Q4 2024 Q1 2025: $289.4M Q1 2025 Q2 2025: $355.5M Q2 2025 Q3 2025: $343.0M Q3 2025 Q4 2025: $342.7M Q4 2025 Q1 2026: $344.3M Q1 2026 Q2 2026: $364.2M $364.2M Q2 2026

Holdings 10 stocks · $364.2M
AMZN Amazon.com Inc. 18.35% 280,350 $66.8M Reduce -10.3%
BN Brookfield Corp. 16.29% 1,392,742 $59.3M No change
BRK.A Berkshire Hathaway Inc. Class A 12.95% 63 $47.2M No change
MKL Markel Group Inc. 10.89% 20,305 $39.7M Reduce -10.0%
SGOV iShares 0-3 Month Treasury B 10.59% 383,000 $38.6M No change
GOOGL Alphabet Inc. Class A 9.82% 100,035 $35.7M No change
TSLA Tesla Inc. 5.47% 47,390 $19.9M Reduce -13.4%
NFLX Netflix Inc. 5.41% 275,835 $19.7M Reduce -1.3%
TRUP Trupanion Inc. 5.28% 776,490 $19.2M No change
SPOT Spotify Technology SA 4.96% 39,370 $18.1M New

Portfolio Sells Q1 2026 → Q2 2026
NFLX Netflix Inc. Reduce -1.3% 5.41% −2.40
MKL Markel Group Inc. Reduce -10.0% 10.89% −1.65
AMZN Amazon.com Inc. Reduce -10.3% 18.35% −0.56
TSLA Tesla Inc. Reduce -13.4% 5.47% −0.44

Portfolio Buys Q1 2026 → Q2 2026
SPOT Spotify Technology SA New 4.96% +4.96

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$364.2MAMZN, BN, BRK.A, MKL, SGOV
Q1 2026 9$344.3MAMZN, BN, BRK.A, MKL, SGOV
Q4 2025 8$342.7MAMZN, BN, BRK.A, MKL, GOOGL
Q3 2025 8$343.0MAMZN, BN, BRK.A, MKL, TSLA
Q2 2025Amended 8$355.5MAMZN, BN, BRK.A, BUR, MKL
Q1 2025 8$289.4MAMZN, BRK.A, BN, MKL, TRUP
Q4 2024 8$331.7MAMZN, BN, BRK.A, TRUP, MKL
Q3 2024 9$329.5MAMZN, BN, BRK.A, TRUP, MKL
Q2 2024 9$366.4MAMZN, BN, BRK.A, MSFT, MKL
Q1 2024 10$353.1MAMZN, BN, BRK.A, MSFT, MKL