← All Managers
Josh Tarasoff
Greenlea Lane Capital Management
Concentrated value investor
$342.7M
Portfolio Value
8
Holdings
Q4 '25
Period
2026-02-17
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 46.5%Technology 30.5%Financials 14.8%Consumer Discretionary 8.2%
💼 Holdings
🔍
8 of 8 positions · $342.7M
This quarter: increased 2, reduced 4. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 21.3% | Reduce 1.74% | 316285 | $230.82 | $73.0M | — | — | — | — | 📄 | |
| 2 | BNBROOKFIELD CORP | 18.9% | Reduce 48.44% | 1413462 | $45.89 | $64.9M | — | — | — | — | 📄 | |
| 3 | BRK.ABerkshire Hathaway Inc. Class A | 14.8% | Held | 67 | $754800.00 | $50.6M | — | — | — | — | 📄 | |
| 4 | MKLMARKEL GROUP INC | 14.4% | Add 2.00% | 22905 | $2149.65 | $49.2M | — | — | — | — | 📄 | |
| 5 | GOOGLALPHABET INC | 9.2% | Reduce 3.45% | 101155 | $313.00 | $31.7M | — | — | — | — | 📄 | |
| 6 | TRUPTRUPANION INC | 8.5% | Add 1.62% | 776490 | $37.37 | $29.0M | — | — | — | — | 📄 | |
| 7 | TSLATESLA INC | 8.2% | Reduce 21.72% | 62100 | $449.72 | $27.9M | — | — | — | — | 📄 | |
| 8 | BURBURFORD CAP LTD | 4.8% | Held | 1835072 | $8.92 | $16.4M | — | — | — | — | 📄 |