Greenlea Lane Capital Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 9 US equity positions worth $329.5m in its Q3 2024 13F filing. The largest position was AMZN at 21.2% of the reported book, followed by BN and BRK/A.
What did Greenlea Lane Capital Management, LLC own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 21.2% | $69.7m | 374,300 | – | |
| 2 | BN BROOKFIELD CORP | Financial Services | 16.7% | $55.1m | 1,036,115 | – | |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 14.9% | $49.1m | 71 | – | ||
| 4 | TRUP TRUPANION INC | Financial Services | 13.9% | $45.7m | 1,087,910 | – | |
| 5 | MKL MARKEL GROUP INC | Financial Services | 10.7% | $35.2m | 22,470 | – | |
| 6 | TSLA TESLA INC | Consumer Cyclical | 7.7% | $25.4m | 97,270 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 5.6% | $18.5m | 111,520 | – | |
| 8 | MSFT MICROSOFT CORP | Technology | 5.1% | $16.9m | 39,350 | – | |
| 9 | BUR BURFORD CAP LTD | Financial Services | 4.2% | $13.8m | 1,042,755 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.