13F HOLDINGS REPORT
GREENLEA LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002082
Total Value
$279.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 548,165 | $69.7M | 24.96% |
| 2 | BROOKFIELD CORP | 11271J107 | 1,560,009 | $48.8M | 17.48% |
| 3 | MARKEL GROUP INC | MKL | 32,425 | $47.7M | 17.10% |
| 4 | ALPHABET INC | GOOG | 229,410 | $30.0M | 10.75% |
| 5 | MICROSOFT CORP | MSFT | 89,640 | $28.3M | 10.14% |
| 6 | MONDAY COM LTD | MNDY | 112,940 | $18.0M | 6.44% |
| 7 | SHOPIFY INC | SHOP | 262,880 | $14.3M | 5.14% |
| 8 | BURFORD CAP LTD | BUR | 984,468 | $13.8M | 4.94% |
| 9 | TRUPANION INC | TRUP | 301,470 | $8.5M | 3.05% |