Josh Tarasoff - Greenlea Lane Capital
Greenlea Lane Capital
Latest 13F filing
Q1 2026
filed May 11, 2026
Portfolio value
$344.29M
Positions
9
Top 10 concentration
100.0%
QoQ change
+0.5%
+$1.64M
Activity vs. Q4 2025
2
New positions
0
Added to
1
Unchanged
6
Reduced
5
Exited
Portfolio composition — Q1 2026
- AMZNAMAZON COM INC18.9%
- BNBROOKFIELD CORP16.4%
- BRK/ABERKSHIRE HATHAWAY INC DEL13.1%
- MKLMARKEL GROUP INC12.5%
- SGOVISHARES TR11.2%
- GOOGLALPHABET INC8.4%
- NFLXNETFLIX INC.7.8%
- TSLATESLA INC5.9%
- TRUPTRUPANION INC5.8%
Holdings as of Q1 2026
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 312,530 | $65.09M | 18.91% | $208.27 | REDUCE | -1.2% |
| 2 | BN | BROOKFIELD CORP | 1,392,742 | $56.36M | 16.37% | $40.47 | REDUCE | -1.5% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 63 | $45.24M | 13.14% | $718140.00 | REDUCE | -6.0% |
| 4 | MKL | MARKEL GROUP INC | 22,555 | $43.17M | 12.54% | $1914.07 | REDUCE | -1.5% |
| 5 | SGOV | ISHARES TR | 383,000 | $38.55M | 11.20% | $100.66 | NEW | — |
| 6 | GOOGL | ALPHABET INC | 100,035 | $28.77M | 8.36% | $287.56 | REDUCE | -1.1% |
| 7 | NFLX | NETFLIX INC. | 279,480 | $26.87M | 7.80% | $96.15 | NEW | — |
| 8 | TSLA | TESLA INC | 54,735 | $20.35M | 5.91% | $371.75 | REDUCE | -11.9% |
| 9 | TRUP | TRUPANION INC | 776,490 | $19.89M | 5.78% | $25.61 | — | 0% |
Positions exited in Q1 2026
Source: SEC EDGAR 13F-HR filing May 11, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001766504.