Greenlea Lane Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Greenlea Lane Capital Management, LLC disclosed 8 US equity positions worth $342.7m in its Q4 2025 13F filing. The largest position was AMZN at 21.3% of the reported book, followed by BN and BRK/A. Against the Q3 2025 filing, it opened 0 new positions, added to 3 and reduced 3 among the top 8 holdings.
What did Greenlea Lane Capital Management, LLC own in Q4 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 21.3% | $73.0m | 316,285 | -2% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 18.9% | $64.9m | 1,413,462 | 48% | added |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 14.8% | $50.6m | 67 | 0% | held | |
| 4 | MKL MARKEL GROUP INC | Financial Services | 14.4% | $49.2m | 22,905 | 2% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 9.2% | $31.7m | 101,155 | -3% | reduced |
| 6 | TRUP TRUPANION INC | Financial Services | 8.5% | $29.0m | 776,490 | 2% | added |
| 7 | TSLA TESLA INC | Consumer Cyclical | 8.2% | $27.9m | 62,100 | -22% | reduced |
| 8 | BUR BURFORD CAP LTD | Financial Services | 4.8% | $16.4m | 1,835,072 | 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.