Greenlea Lane Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Greenlea Lane Capital Management, LLC disclosed 10 US equity positions worth $364.2m in its Q2 2026 13F filing. The largest position was AMZN at 18.3% of the reported book, followed by BN and BRK/A. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 4 among the top 10 holdings.
What did Greenlea Lane Capital Management, LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 18.3% | $66.8m | 280,350 | -10% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 16.3% | $59.3m | 1,392,742 | 0% | held |
| 3 | BRK/A BERKSHIRE HATHAWAY INC DEL | 13.0% | $47.2m | 63 | 0% | held | |
| 4 | MKL MARKEL GROUP INC | Financial Services | 10.9% | $39.7m | 20,305 | -10% | reduced |
| 5 | SGOV ISHARES TR | 10.6% | $38.6m | 383,000 | 0% | held | |
| 6 | GOOGL ALPHABET INC | Communication Services | 9.8% | $35.7m | 100,035 | 0% | held |
| 7 | TSLA TESLA INC | Consumer Cyclical | 5.5% | $19.9m | 47,390 | -13% | reduced |
| 8 | NFLX NETFLIX INC. | Communication Services | 5.4% | $19.7m | 275,835 | -1% | reduced |
| 9 | TRUP TRUPANION INC | Financial Services | 5.3% | $19.2m | 776,490 | 0% | held |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 5.0% | $18.1m | 39,370 | – | new |
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.