Institutional Manager · CIK 0001766504
GREENLEA LANE CAPITAL MANAGEMENT, LLC
WESTON, CT · File #028-19250
Latest AUM
$342.7M
Positions
8
Top-10 Concentration
100.0%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | BROOKFIELD CORP | 11271J107 | +461,247 | +$21.2M | -$21.6M |
| REDUCE | TESLA INC | TSLA | -17,235 | -$7.8M | +$396,789 |
| REDUCE | AMAZON COM INC | AMZN | -5,610 | -$1.3M | +$3.6M |
| REDUCE | ALPHABET INC | GOOG | -3,615 | -$1.1M | +$7.3M |
| ADD | MARKEL GROUP INC | MKL | +450 | +$967,342 | +$5.4M |
| ADD | TRUPANION INC | TRUP | +12,395 | +$463,201 | -$4.5M |
| REDUCE | BERKSHIRE HATHAWAY INC DEL | BRK-A | 0 | $0 | +$40,200 |
| REDUCE | BURFORD CAP LTD | BUR | 0 | $0 | -$3.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $342.7M
- 13F HOLDINGS REPORTQ/E Sep 20258 pos · $343.0M
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $355.5M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20258 pos · $355.5M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $289.4M
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $331.7M
- 13F HOLDINGS REPORTQ/E Sep 20249 pos · $329.5M
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $366.4M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $353.1M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $279.1M
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 316,285 | $73.0M | 21.31% |
| 2 | BROOKFIELD CORP | 11271J107 | 1,413,462 | $64.9M | 18.93% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 67 | $50.6M | 14.76% |
| 4 | MARKEL GROUP INC | MKL | 22,905 | $49.2M | 14.37% |
| 5 | ALPHABET INC | GOOG | 101,155 | $31.7M | 9.24% |
| 6 | TRUPANION INC | TRUP | 776,490 | $29.0M | 8.47% |
| 7 | TESLA INC | TSLA | 62,100 | $27.9M | 8.15% |
| 8 | BURFORD CAP LTD | BUR | 1,835,072 | $16.4M | 4.78% |