Greenlea Lane Capital Management, LLC reported 9 positions worth $325.65M for the quarter ended Jun 30, 2026, up 6.5% on the prior quarter. It opened 1 new position, added to 0, trimmed 4 and exited 0. Its largest holding is Amazon Com Inc at 20.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPOT Spotify Technology S.A. | +39.4K | – | $18.08M | 5.55% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPOT Spotify Technology S.A. | +39.4K | $18.08M | 5.55% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 280.4K | $66.82M | 20.52% | -32.2K | -10.3% | Reduced | 0% |
| 2 | BN BROOKFIELD Corp | Financial Services | 1.39M | $59.32M | 18.21% | 0 | 0.0% | Unchanged | 0.06% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 63 | $47.18M | 14.49% | 0 | 0.0% | Unchanged | 0.01% |
| 4 | MKL Markel Group Inc. | Financial Services | 20.3K | $39.66M | 12.18% | -2,250 | -10.0% | Reduced | 0.16% |
| 5 | GOOGL Alphabet Inc. | Technology | 100.0K | $35.75M | 10.98% | 0 | 0.0% | Unchanged | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 47.4K | $19.93M | 6.12% | -7,345 | -13.4% | Reduced | 0% |
| 7 | NFLX Netflix Inc | Technology | 275.8K | $19.69M | 6.05% | -3,645 | -1.3% | Reduced | 0.01% |
| 8 | TRUP Trupanion, Inc. | Financial Services | 776.5K | $19.23M | 5.91% | 0 | 0.0% | Unchanged | 1.77% |
| 9 | SPOT Spotify Technology S.A. | Technology | 39.4K | $18.08M | 5.55% | +39.4K | – | New | 0.02% |
Tip. Select a row to see that position’s full history at Greenlea Lane Capital Management.
As of its Q2 2026 13F filing, Greenlea Lane Capital Management, LLC’s five largest positions were Amazon Com Inc (AMZN) at 20.5%, BROOKFIELD Corp (BN) at 18.2%, Berkshire Hathaway Inc (BRK-A) at 14.5%, Markel Group Inc. (MKL) at 12.2%, Alphabet Inc. (GOOGL) at 11.0% of the reported portfolio.
Greenlea Lane Capital Management, LLC reported a 13F portfolio worth $325.65M across 9 positions for Q2 2026. That is up 6.5% from the previous quarter.
Its largest purchases by value were Spotify Technology S.A. ($18.08M). It opened 1 new positions.
Its largest sales by value were Amazon Com Inc ($7.67M), Markel Group Inc. ($4.39M), Tesla, Inc. ($3.09M). It exited 0 positions entirely.
From the Form 13F-HR reports Greenlea Lane Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.