Greenlea Lane Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Greenlea Lane Capital Management, LLC reported 9 stock positions worth $329.5 million. Its top holding was Amazon.com (AMZN) at 21.2% of the portfolio, followed by Brookfield (BN, 16.7%) and Berkshire Hathaway Class A (BRK.A, 14.9%). Compared with Q2 2024, it added to 1 and reduced 7. The biggest buy was Burford Capital (BUR, shares +1%) and the biggest sale Microsoft (MSFT, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $329.5M (Q3 2024)
- SEC Filing
- 0001420506-24-002439 ↗ filed Nov 14, 2024
Holdings Value
Holdings 9 stocks · $329.5M
| AMZN Amazon.com Inc. | 21.17% | 374,300 | $69.7M | Reduce -22.6% |
| BN Brookfield Corp. | 16.71% | 1,036,115 | $55.1M | Reduce -33.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 14.89% | 71 | $49.1M | No change |
| TRUP Trupanion Inc. | 13.86% | 1,087,910 | $45.7M | Reduce -1.1% |
| MKL Markel Group Inc. | 10.70% | 22,470 | $35.2M | Reduce -1.3% |
| TSLA Tesla Inc. | 7.72% | 97,270 | $25.4M | Reduce -16.6% |
| GOOGL Alphabet Inc. Class A | 5.61% | 111,520 | $18.5M | Reduce -1.1% |
| MSFT Microsoft Corp. | 5.14% | 39,350 | $16.9M | Reduce -55.9% |
| BUR Burford Capital Ltd. | 4.20% | 1,042,755 | $13.8M | Add +0.7% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -55.9% | 5.14% | −5.74 |
| AMZN Amazon.com Inc. | Reduce -22.6% | 21.17% | −4.35 |
| BN Brookfield Corp. | Reduce -33.0% | 16.71% | −0.83 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 5.61% | +0.01 |
| MKL Markel Group Inc. | Reduce -1.3% | 10.70% | +0.91 |
| TSLA Tesla Inc. | Reduce -16.6% | 7.72% | +1.43 |
| TRUP Trupanion Inc. | Reduce -1.1% | 13.86% | +5.03 |
Portfolio Buys Q2 2024 → Q3 2024
| BUR Burford Capital Ltd. | Add +0.7% | 4.20% | +0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $364.2M | AMZN, BN, BRK.A, MKL, SGOV |
| Q1 2026 | 9 | $344.3M | AMZN, BN, BRK.A, MKL, SGOV |
| Q4 2025 | 8 | $342.7M | AMZN, BN, BRK.A, MKL, GOOGL |
| Q3 2025 | 8 | $343.0M | AMZN, BN, BRK.A, MKL, TSLA |
| Q2 2025Amended | 8 | $355.5M | AMZN, BN, BRK.A, BUR, MKL |
| Q1 2025 | 8 | $289.4M | AMZN, BRK.A, BN, MKL, TRUP |
| Q4 2024 | 8 | $331.7M | AMZN, BN, BRK.A, TRUP, MKL |
| Q3 2024 | 9 | $329.5M | AMZN, BN, BRK.A, TRUP, MKL |
| Q2 2024 | 9 | $366.4M | AMZN, BN, BRK.A, MSFT, MKL |
| Q1 2024 | 10 | $353.1M | AMZN, BN, BRK.A, MSFT, MKL |