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Josh Tarasoff
Greenlea Lane Capital Management
Concentrated value investor
$364.2M
Portfolio Value
10
Holdings
Q2 '26
Period
2026-08-14
Filed
📉
⚠️ ApproximationSimulated 13F Return
Total Return
+5.19%
Q4 '24 → Q3 '25
Annualized
+7%/yr
S&P: +18.77%/yr
Alpha (vs S&P)
-8.53%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Unknown 43.0%Technology 28.2%Financials 13.0%Communication Services 10.4%Consumer Discretionary 5.5%
💼 Holdings
🔍
10 of 10 positions · $364.2M
This quarter: 1 new position, reduced 4. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 18.3% | Reduce 10.30% | 280350 | $238.34 | $66.8M | — | — | — | — | 📄 | |
| 2 | BNBROOKFIELD CORP | 16.3% | Held | 1392742 | $42.59 | $59.3M | — | — | — | — | 📄 | |
| 3 | BRK.ABerkshire Hathaway Inc. Class A | 13.0% | Held | 63 | $748850.00 | $47.2M | — | — | — | — | 📄 | |
| 4 | MKLMARKEL GROUP INC | 10.9% | Reduce 9.98% | 20305 | $1953.01 | $39.7M | — | — | — | — | 📄 | |
| 5 | SGOVISHARES TR | 10.6% | Held | 383000 | $100.67 | $38.6M | — | — | — | — | 📄 | |
| 6 | GOOGLALPHABET INC | 9.8% | Held | 100035 | $357.37 | $35.7M | — | — | — | — | 📄 | |
| 7 | TSLATESLA INC | 5.5% | Reduce 13.42% | 47390 | $420.60 | $19.9M | — | — | — | — | 📄 | |
| 8 | NFLXNETFLIX INC. | 5.4% | Reduce 1.30% | 275835 | $71.40 | $19.7M | — | — | — | — | 📄 | |
| 9 | TRUPTRUPANION INC | 5.3% | Held | 776490 | $24.77 | $19.2M | — | — | — | — | 📄 | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 5.0% | Buy | 39370 | $459.13 | $18.1M | — | — | — | — | 📄 |