Greenlea Lane Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Greenlea Lane Capital Management, LLC reported 8 stock positions worth $331.7 million. Its top holding was Amazon.com (AMZN) at 23.8% of the portfolio, followed by Brookfield (BN, 17.2%) and Berkshire Hathaway Class A (BRK.A, 14.4%). Compared with Q3 2024, it sold out of 1 and reduced 8. The biggest sale was an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $331.7M (Q4 2024)
- SEC Filing
- 0001420506-25-000474 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $331.7M
| AMZN Amazon.com Inc. | 23.82% | 360,065 | $79.0M | Reduce -3.8% |
| BN Brookfield Corp. | 17.23% | 994,895 | $57.2M | Reduce -4.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 14.37% | 70 | $47.7M | Reduce -1.4% |
| TRUP Trupanion Inc. | 13.57% | 933,655 | $45.0M | Reduce -14.2% |
| MKL Markel Group Inc. | 11.30% | 21,720 | $37.5M | Reduce -3.3% |
| TSLA Tesla Inc. | 10.15% | 83,370 | $33.7M | Reduce -14.3% |
| GOOGL Alphabet Inc. Class A | 6.15% | 107,770 | $20.4M | Reduce -3.4% |
| BUR Burford Capital Ltd. | 3.40% | 884,405 | $11.3M | Reduce -15.2% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Sold out | 0.00% | −5.14 |
| BUR Burford Capital Ltd. | Reduce -15.2% | 3.40% | −0.80 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.4% | 14.37% | −0.52 |
| TRUP Trupanion Inc. | Reduce -14.2% | 13.57% | −0.29 |
| BN Brookfield Corp. | Reduce -4.0% | 17.23% | +0.52 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 6.15% | +0.54 |
| MKL Markel Group Inc. | Reduce -3.3% | 11.30% | +0.61 |
| TSLA Tesla Inc. | Reduce -14.3% | 10.15% | +2.43 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 23.82% | +2.65 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |