Greenlea Lane Capital 13F, Q3 2025
Josh Tarasoff · quarter ending 30 September 2025 · filed 14 November 2025 · SEC CIK 1766504
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| AMAZON COM INC | AMZN | $70.68M | 20.6% | unchanged |
| BROOKFIELD CORP | BN | $65.30M | 19.0% | unchanged |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $50.53M | 14.7% | unchanged |
| MARKEL GROUP INC | MKL | $42.92M | 12.5% | unchanged |
| TESLA INC | TSLA | $35.28M | 10.3% | unchanged |
| TRUPANION INC | TRUP | $33.07M | 9.6% | unchanged |
| ALPHABET INC | GOOGL | $25.47M | 7.4% | unchanged |
| BURFORD CAP LTD | $19.71M | 5.8% | -45% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Greenlea Lane Capital opened 0 new positions, added to 0, trimmed 1, left 7 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
No new positions this quarter.
Exited
Nothing from the previous filing was sold outright.
Added to
No position was increased by more than 2%.
Trimmed
- BURFORD CAP LTD-45%$19.71M
Other quarters
Source: SEC Form 13F-HR, accession 0001420506-25-003244, filed by GREENLEA LANE CAPITAL MANAGEMENT, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.