Greenlea Lane Capital Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 8 US equity positions worth $331.7m in its Q4 2024 13F filing. The largest position was AMZN at 23.8% of the reported book, followed by BN and BRK/A. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 8 among the top 8 holdings.
What did Greenlea Lane Capital Management, LLC own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 23.8% | $79.0m | 360,065 | -4% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 17.2% | $57.2m | 994,895 | -4% | reduced |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 14.4% | $47.7m | 70 | -1% | reduced | |
| 4 | TRUP TRUPANION INC | Financial Services | 13.6% | $45.0m | 933,655 | -14% | reduced |
| 5 | MKL MARKEL GROUP INC | Financial Services | 11.3% | $37.5m | 21,720 | -3% | reduced |
| 6 | TSLA TESLA INC | Consumer Cyclical | 10.2% | $33.7m | 83,370 | -14% | reduced |
| 7 | GOOGL ALPHABET INC | Communication Services | 6.2% | $20.4m | 107,770 | -3% | reduced |
| 8 | BUR BURFORD CAP LTD | Financial Services | 3.4% | $11.3m | 884,405 | -15% | reduced |
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.