Greenlea Lane Capital Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Greenlea Lane Capital Management, LLC reported 9 stock positions worth $366.4 million. Its top holding was Amazon.com (AMZN) at 25.5% of the portfolio, followed by Brookfield (BN, 17.5%) and Berkshire Hathaway Class A (BRK.A, 11.9%). Compared with Q1 2024, it opened 1 new position, sold out of 2 and added to 2. The biggest buy was a new position in Tesla (TSLA) and the biggest sale an exit from Shopify Class A (SHOP).

Most Recent 13F
Q2 2026
Location
WESTON, CT
CIK
0001766504
Portfolio Value
$366.4M (Q2 2024)
SEC Filing
0001420506-24-001499 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $353.1M Q1 2024 Q2 2024: $366.4M $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 9 stocks · $366.4M
AMZN Amazon.com Inc. 25.52% 483,850 $93.5M No change
BN Brookfield Corp. 17.54% 1,547,135 $64.3M No change
BRK.A Berkshire Hathaway Inc. Class A 11.86% 71 $43.5M No change
MSFT Microsoft Corp. 10.88% 89,165 $39.9M No change
MKL Markel Group Inc. 9.79% 22,760 $35.9M Add +2.8%
TRUP Trupanion Inc. 8.83% 1,100,000 $32.3M Add +158.8%
TSLA Tesla Inc. 6.30% 116,600 $23.1M New
GOOGL Alphabet Inc. Class A 5.61% 112,780 $20.5M No change
BUR Burford Capital Ltd. 3.69% 1,035,380 $13.5M No change

Portfolio Sells Q1 2024 → Q2 2024
SHOP Shopify Inc. Class A Sold out 0.00% −5.68
MNDY Monday.com Ltd. Sold out 0.00% −5.51

Portfolio Buys Q1 2024 → Q2 2024
TSLA Tesla Inc. New 6.30% +6.30
TRUP Trupanion Inc. Add +158.8% 8.83% +5.50
MKL Markel Group Inc. Add +2.8% 9.79% +0.25

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