Greenlea Lane Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 8 US equity positions worth $343.0m in its Q3 2025 13F filing. The largest position was AMZN at 20.6% of the reported book, followed by BN and BRK/A. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 8 holdings.
What did Greenlea Lane Capital Management, LLC own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 20.6% | $70.7m | 321,895 | -1% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 19.0% | $65.3m | 952,215 | 0% | held |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 14.7% | $50.5m | 67 | 0% | held | |
| 4 | MKL MARKEL GROUP INC | Financial Services | 12.5% | $42.9m | 22,455 | 0% | held |
| 5 | TSLA TESLA INC | Consumer Cyclical | 10.3% | $35.3m | 79,335 | 0% | held |
| 6 | TRUP TRUPANION INC | Financial Services | 9.6% | $33.1m | 764,095 | 0% | held |
| 7 | GOOGL ALPHABET INC | Communication Services | 7.4% | $25.5m | 104,770 | 0% | held |
| 8 | BUR BURFORD CAP LTD | Financial Services | 5.7% | $19.7m | 1,835,072 | -45% | 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.