Greenlea Lane Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Greenlea Lane Capital Management, LLC reported 8 stock positions worth $355.5 million. Its top holding was Amazon.com (AMZN) at 20.0% of the portfolio, followed by Brookfield (BN, 16.6%) and Berkshire Hathaway Class A (BRK.A, 13.7%). Compared with Q1 2025, it added to 1 and reduced 3. The biggest buy was Burford Capital (BUR, shares +325%) and the biggest sale Brookfield (BN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $355.5M (Q2 2025)
- SEC Filing
- 0001420506-25-002187 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $355.5M
| AMZN Amazon.com Inc. | 20.04% | 324,640 | $71.2M | No change |
| BN Brookfield Corp. | 16.57% | 952,215 | $58.9M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 13.74% | 67 | $48.8M | No change |
| BUR Burford Capital Ltd. | 12.86% | 3,362,322 | $45.7M | Add +325.4% |
| MKL Markel Group Inc. | 12.62% | 22,455 | $44.9M | No change |
| TRUP Trupanion Inc. | 11.90% | 764,095 | $42.3M | Reduce -15.8% |
| TSLA Tesla Inc. | 7.09% | 79,335 | $25.2M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 5.19% | 104,770 | $18.5M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| BUR Burford Capital Ltd. | Add +325.4% | 12.86% | +9.26 |
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 |