Greenlea Lane Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 8 US equity positions worth $289.4m in its Q1 2025 13F filing. The largest position was AMZN at 21.3% of the reported book, followed by BRK/A and BN. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 7 among the top 8 holdings.
What did Greenlea Lane Capital Management, LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 21.3% | $61.8m | 324,640 | -10% | reduced |
| 2 | BRK/A BERKSHIRE HATHAWAY INC DEL | 18.5% | $53.5m | 67 | -4% | reduced | |
| 3 | BN BROOKFIELD CORP | Financial Services | 17.5% | $50.7m | 967,425 | -3% | reduced |
| 4 | MKL MARKEL GROUP INC | Financial Services | 14.5% | $42.0m | 22,455 | 3% | added |
| 5 | TRUP TRUPANION INC | Financial Services | 11.7% | $33.8m | 907,835 | -3% | reduced |
| 6 | TSLA TESLA INC | Consumer Cyclical | 7.3% | $21.0m | 81,060 | -3% | reduced |
| 7 | GOOGL ALPHABET INC | Communication Services | 5.6% | $16.2m | 104,770 | -3% | reduced |
| 8 | BUR BURFORD CAP LTD | Financial Services | 3.6% | $10.4m | 790,405 | -11% | 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.