Greenlea Lane Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Greenlea Lane Capital Management, LLC reported 8 stock positions worth $289.4 million. Its top holding was Amazon.com (AMZN) at 21.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 18.5%) and Brookfield (BN, 17.5%). Compared with Q4 2024, it added to 1 and reduced 7. The biggest buy was Markel (MKL, shares +3%) and the biggest sale Tesla (TSLA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $289.4M (Q1 2025)
- SEC Filing
- 0001420506-25-001012 ↗ filed May 13, 2025
Holdings Value
Holdings 8 stocks · $289.4M
| AMZN Amazon.com Inc. | 21.34% | 324,640 | $61.8M | Reduce -9.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 18.48% | 67 | $53.5M | Reduce -4.3% |
| BN Brookfield Corp. | 17.52% | 967,425 | $50.7M | Reduce -2.8% |
| MKL Markel Group Inc. | 14.51% | 22,455 | $42.0M | Add +3.4% |
| TRUP Trupanion Inc. | 11.69% | 907,835 | $33.8M | Reduce -2.8% |
| TSLA Tesla Inc. | 7.26% | 81,060 | $21.0M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 5.60% | 104,770 | $16.2M | Reduce -2.8% |
| BUR Burford Capital Ltd. | 3.61% | 790,405 | $10.4M | Reduce -10.6% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -2.8% | 7.26% | −2.89 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 21.34% | −2.48 |
| TRUP Trupanion Inc. | Reduce -2.8% | 11.69% | −1.88 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 5.60% | −0.55 |
| BUR Burford Capital Ltd. | Reduce -10.6% | 3.61% | +0.21 |
| BN Brookfield Corp. | Reduce -2.8% | 17.52% | +0.28 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.3% | 18.48% | +4.11 |
Portfolio Buys Q4 2024 → Q1 2025
| MKL Markel Group Inc. | Add +3.4% | 14.51% | +3.20 |
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 |