Greenlea Lane Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Greenlea Lane Capital Management, LLC reported 10 stock positions worth $353.1 million. Its top holding was Amazon.com (AMZN) at 24.7% of the portfolio, followed by Brookfield (BN, 18.3%) and Berkshire Hathaway Class A (BRK.A, 12.8%). Compared with Q4 2023, it added to 2 and reduced 4. The biggest buy was Trupanion (TRUP, shares +42%) and the biggest sale Brookfield (BN, shares −4%).

Most Recent 13F
Q2 2026
Location
WESTON, CT
CIK
0001766504
Portfolio Value
$353.1M (Q1 2024)
SEC Filing
0001420506-24-000906 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $353.1M $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 Q2 2026

Holdings 10 stocks · $353.1M
AMZN Amazon.com Inc. 24.72% 483,850 $87.3M Reduce -0.3%
BN Brookfield Corp. 18.35% 1,547,135 $64.8M Reduce -4.2%
BRK.A Berkshire Hathaway Inc. Class A 12.76% 71 $45.0M No change
MSFT Microsoft Corp. 10.62% 89,165 $37.5M No change
MKL Markel Group Inc. 9.54% 22,135 $33.7M No change
SHOP Shopify Inc. Class A 5.68% 259,940 $20.1M Reduce -0.6%
MNDY Monday.com Ltd. 5.51% 86,165 $19.5M No change
GOOGL Alphabet Inc. Class A 4.82% 112,780 $17.0M Reduce -18.4%
BUR Burford Capital Ltd. 4.68% 1,035,380 $16.5M Add +1.8%
TRUP Trupanion Inc. 3.32% 425,070 $11.7M Add +41.8%

Portfolio Sells Q4 2023 → Q1 2024
BN Brookfield Corp. Reduce -4.2% 18.35% −1.72
GOOGL Alphabet Inc. Class A Reduce -18.4% 4.82% −1.16
SHOP Shopify Inc. Class A Reduce -0.6% 5.68% −0.63
AMZN Amazon.com Inc. Reduce -0.3% 24.72% +1.88

Portfolio Buys Q4 2023 → Q1 2024
TRUP Trupanion Inc. Add +41.8% 3.32% +0.49
BUR Burford Capital Ltd. Add +1.8% 4.68% −0.23

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