Greenlea Lane Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 8 US equity positions worth $355.5m in its Q2 2025 13F filing. The largest position was AMZN at 20.0% of the reported book, followed by BN and BRK/A. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 8 holdings.
What did Greenlea Lane Capital Management, LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 20.0% | $71.2m | 324,640 | 0% | held |
| 2 | BN BROOKFIELD CORP CL A LTD VT SH | Financial Services | 16.6% | $58.9m | 952,215 | -2% | reduced |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 13.7% | $48.8m | 67 | 0% | held | |
| 4 | BUR BURFORD CAPITAL LTD | Financial Services | 12.9% | $45.7m | 3,362,322 | 325% | added |
| 5 | MKL MARKEL CORP COM | Financial Services | 12.6% | $44.9m | 22,455 | 0% | held |
| 6 | TRUP TRUPANION INC | Financial Services | 11.9% | $42.3m | 764,095 | -16% | reduced |
| 7 | TSLA TESLA INC COM | Consumer Cyclical | 7.1% | $25.2m | 79,335 | -2% | reduced |
| 8 | GOOGL ALPHABET INC CAP STK | Communication Services | 5.2% | $18.5m | 104,770 | 0% | held |
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.