Greenlea Lane Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Greenlea Lane Capital Management, LLC reported 8 stock positions worth $343.0 million. Its top holding was Amazon.com (AMZN) at 20.6% of the portfolio, followed by Brookfield (BN, 19.0%) and Berkshire Hathaway Class A (BRK.A, 14.7%). Compared with Q2 2025, it reduced 2. The biggest sale was Burford Capital (BUR, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $343.0M (Q3 2025)
- SEC Filing
- 0001420506-25-003244 ↗ filed Nov 14, 2025
Holdings Value
Holdings 8 stocks · $343.0M
| AMZN Amazon.com Inc. | 20.61% | 321,895 | $70.7M | Reduce -0.8% |
| BN Brookfield Corp. | 19.04% | 952,215 | $65.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 14.73% | 67 | $50.5M | No change |
| MKL Markel Group Inc. | 12.51% | 22,455 | $42.9M | No change |
| TSLA Tesla Inc. | 10.29% | 79,335 | $35.3M | No change |
| TRUP Trupanion Inc. | 9.64% | 764,095 | $33.1M | No change |
| GOOGL Alphabet Inc. Class A | 7.43% | 104,770 | $25.5M | No change |
| BUR Burford Capital Ltd. | 5.75% | 1,835,072 | $19.7M | Reduce -45.4% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| 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 |