2026 Q2 Portfolio Activity
In 2026 Q2, GREENLEA LANE CAPITAL MANAGEMENT, LLC maintained a portfolio of 10 distinct positions. The most significant new addition was SPOTIFY TECHNOLOGY S A, now representing 4.96% of the total fund value.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
AMZN (18.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
GREENLEA LANE CAPITAL MANAGEMENT, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 18.35% | 18.91% |
#1
Prev: #1
|
6.5 |
—
|
-32,180 | -10.3% |
P
S
|
280,350 | $66,818,619 |
$107.20
+141.1%
|
2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BN
BROOKFIELD CORP
|
Financial Services | 16.29% | 16.37% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,392,742 | $59,316,882 |
$26.50
+52.1%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 12.95% | 13.14% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
63 | $47,177,550 |
$542625.00
+39.9%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 10.89% | 12.54% |
#4
Prev: #4
|
5.0 |
—
|
-2,250 | -10.0% |
P
S
|
20,305 | $39,655,868 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGOV
ISHARES TR
|
ETF | 10.59% | 11.20% |
#5
Prev: #5
|
5.5 |
—
|
no change | no change |
P
S
|
383,000 | $38,556,610 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.82% | 8.36% |
#6
Prev: #6
|
4.9 |
—
|
no change | no change |
P
S
|
100,035 | $35,749,508 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 5.47% | 5.91% |
#7
1
Prev: #8
|
2.7 |
—
|
-7,345 | -13.4% |
P
S
|
47,390 | $19,932,234 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 5.41% | 7.80% |
#8
1
Prev: #7
|
2.7 |
—
|
-3,645 | -1.3% |
P
S
|
275,835 | $19,694,619 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRUP
TRUPANION INC
|
Financial Services | 5.28% | 5.78% |
#9
Prev: #9
|
3.1 |
—
|
no change | no change |
P
S
|
776,490 | $19,233,657 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 4.96% | — |
#10
Prev: #—
|
5.5 |
—
|
39,370 | — |
NEW
|
39,370 | $18,075,948 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings