Greenlea Lane Capital Management, LLC
Net buyer this quarter
$364M
9
+$2.66M
89.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $66.8M | 18.35% | 0.00% | -10.3% | Q4 2018 |
 BN | $59.3M | 16.29% | Not reported | Not reported | Q4 2022 |
 BRK.A | $47.2M | 12.95% | Not reported | Not reported | Q4 2023 |
 MKL | $39.7M | 10.89% | 0.16% | -10.0% | Q1 2023 |
 GOOGL | $35.7M | 9.82% | 0.00% | Not reported | Q1 2020 |
 TSLA | $19.9M | 5.47% | 0.00% | -13.4% | Q2 2024 |
 NFLX | $19.7M | 5.41% | 0.01% | -1.3% | Q4 2018 |
 TRUP | $19.2M | 5.28% | 1.77% | Not reported | Q4 2018 |
 SPOT | $18.1M | 4.96% | 0.02% | Not reported | Q4 2018 |
| Q1 2026 | |||||
| AMZN | $65.1M | 18.91% | 0.00% | -1.2% | Q4 2018 |
| BN | $56.4M | 16.37% | Not reported | -1.5% | Q4 2022 |
| BRK.A | $45.2M | 13.14% | Not reported | -6.0% | Q4 2023 |
| MKL | $43.2M | 12.54% | 0.18% | -1.5% | Q1 2023 |
| GOOGL | $28.8M | 8.36% | 0.00% | -1.1% | Q1 2020 |
| NFLX | $26.9M | 7.80% | 0.01% | Not reported | Q4 2018 |
| TSLA | $20.3M | 5.91% | 0.00% | -11.9% | Q2 2024 |
| TRUP | $19.9M | 5.78% | 1.78% | Not reported | Q4 2018 |
| Q4 2025 | |||||
| AMZN | $73M | 21.31% | 0.00% | -1.7% | Q4 2018 |
| BN | $64.9M | 18.93% | Not reported | -1.0% | Q4 2022 |
| BRK.A | $50.6M | 14.76% | Not reported | Not reported | Q4 2023 |
| MKL | $49.2M | 14.37% | 0.18% | +2.0% | Q1 2023 |
| GOOGL | $31.7M | 9.24% | 0.00% | -3.5% | Q1 2020 |
| TRUP | $29M | 8.47% | 1.79% | +1.6% | Q4 2018 |
| TSLA | $27.9M | 8.15% | 0.00% | -21.7% | Q2 2024 |
 BUR | $16.4M | 4.78% | 0.84% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| AMZN | $70.7M | 20.61% | 0.00% | -0.9% | Q4 2018 |
| BN | $65.3M | 19.04% | Not reported | Not reported | Q4 2022 |
| BRK.A | $50.5M | 14.73% | Not reported | Not reported | Q4 2023 |
| MKL | $42.9M | 12.51% | 0.18% | Not reported | Q1 2023 |
| TSLA | $35.3M | 10.29% | 0.00% | Not reported | Q2 2024 |
| TRUP | $33.1M | 9.64% | 1.77% | Not reported | Q4 2018 |
| GOOGL | $25.5M | 7.43% | 0.00% | Not reported | Q1 2020 |
| BUR | $19.7M | 5.75% | 0.84% | -45.4% | Q4 2021 |