GREENLEA LANE CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1766504 · latest 13F-HR filed 2026-05-11
GREENLEA LANE CAPITAL MANAGEMENT, LLC manages $344.3M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (18.91%), BN (16.37%), BRK.A (13.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 0, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$344.3M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-11
+2 / −1 / ↑0 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- TRUPANION INC-$9.1M -31.5%
- BROOKFIELD CORP-$8.5M -13.1%
- AMAZON COM INC-$7.9M -10.8%
- TESLA INC-$7.6M -27.1%
- MARKEL GROUP INC-$6.1M -12.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $65.1M | 18.91% | 312,530 | SH |
| 2 | BROOKFIELD CORP | BN | 11271J107 | $56.4M | 16.37% | 1,392,742 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $45.2M | 13.14% | 63 | SH |
| 4 | MARKEL GROUP INC | MKL | 570535104 | $43.2M | 12.54% | 22,555 | SH |
| 5 | ISHARES TR | SGOV | 46436E718 | $38.6M | 11.20% | 383,000 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $28.8M | 8.36% | 100,035 | SH |
| 7 | NETFLIX INC. | NFLX | 64110L106 | $26.9M | 7.80% | 279,480 | SH |
| 8 | TESLA INC | TSLA | 88160R101 | $20.3M | 5.91% | 54,735 | SH |
| 9 | TRUPANION INC | TRUP | 898202106 | $19.9M | 5.78% | 776,490 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $344.3M | 9 | 0001420506-26-000887 |
| 2025-12-31 | 2026-02-17 | $342.7M | 8 | 0001420506-26-000460 |
| 2025-09-30 | 2025-11-14 | $343.0M | 8 | 0001420506-25-003244 |