Greenlea Lane Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Greenlea Lane Capital Management, LLC reported 9 stock positions worth $344.3 million. Its top holding was Amazon.com (AMZN) at 18.9% of the portfolio, followed by Brookfield (BN, 16.4%) and Berkshire Hathaway Class A (BRK.A, 13.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 1 and reduced 6. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale an exit from Burford Capital (BUR).
- Most Recent 13F
- Q2 2026
- Location
- WESTON, CT
- CIK
- 0001766504
- Portfolio Value
- $344.3M (Q1 2026)
- SEC Filing
- 0001420506-26-000887 ↗ filed May 11, 2026
Holdings Value
Holdings 9 stocks · $344.3M
| AMZN Amazon.com Inc. | 18.91% | 312,530 | $65.1M | Reduce -1.2% |
| BN Brookfield Corp. | 16.37% | 1,392,742 | $56.4M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 13.14% | 63 | $45.2M | Reduce -6.0% |
| MKL Markel Group Inc. | 12.54% | 22,555 | $43.2M | Reduce -1.5% |
| SGOV iShares 0-3 Month Treasury B | 11.20% | 383,000 | $38.6M | New |
| GOOGL Alphabet Inc. Class A | 8.36% | 100,035 | $28.8M | Reduce -1.1% |
| NFLX Netflix Inc. | 7.80% | 279,480 | $26.9M | New |
| TSLA Tesla Inc. | 5.91% | 54,735 | $20.3M | Reduce -11.9% |
| TRUP Trupanion Inc. | 5.78% | 776,490 | $19.9M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BUR Burford Capital Ltd. | Sold out | 0.00% | −4.78 |
| BN Brookfield Corp. | Reduce -1.5% | 16.37% | −2.56 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 18.91% | −2.40 |
| TSLA Tesla Inc. | Reduce -11.9% | 5.91% | −2.24 |
| MKL Markel Group Inc. | Reduce -1.5% | 12.54% | −1.83 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -6.0% | 13.14% | −1.62 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 8.36% | −0.89 |
Portfolio Buys Q4 2025 → Q1 2026
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 |