Greenlea Lane Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Greenlea Lane Capital Management, LLC reported 8 stock positions worth $342.7 million. Its top holding was Amazon.com (AMZN) at 21.3% of the portfolio, followed by Brookfield (BN, 18.9%) and Berkshire Hathaway Class A (BRK.A, 14.8%). Compared with Q3 2025, it added to 2 and reduced 4. The biggest buy was Markel (MKL, shares +2%) and the biggest sale Tesla (TSLA, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $342.7M (Q4 2025)
- SEC Filing
- 0001420506-26-000460 ↗ filed Feb 17, 2026
Holdings Value
Holdings 8 stocks · $342.7M
| AMZN Amazon.com Inc. | 21.31% | 316,285 | $73.0M | Reduce -1.7% |
| BN Brookfield Corp. | 18.93% | 1,413,462 | $64.9M | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 14.76% | 67 | $50.6M | No change |
| MKL Markel Group Inc. | 14.37% | 22,905 | $49.2M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 9.24% | 101,155 | $31.7M | Reduce -3.5% |
| TRUP Trupanion Inc. | 8.47% | 776,490 | $29.0M | Add +1.6% |
| TSLA Tesla Inc. | 8.15% | 62,100 | $27.9M | Reduce -21.7% |
| BUR Burford Capital Ltd. | 4.78% | 1,835,072 | $16.4M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |