Greenlea Lane Capital Management, Llc (Josh Tarasoff)
Basic Stats
Market Value
355.54M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (1)
Avg. Holding Period
13 years
Turnover
0.1%
Industry Breakdown
Fire, Marine & Casualty Insurance
26.3%
Retail-catalog & Mail-order Houses
20.0%
Opeators Of Nonresidential Buildings
16.6%
Finance Services
12.9%
Hospital & Medical Service Plans
11.9%
Motor Vehicles & Passenger Car Bodies
7.1%
Services-computer Programming, Data Processing, Etc.
5.2%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AMZN | Amazon Com Inc | 71.22M | 20.0% | 324.6K | — | — | 219.00 | 0.0% |
 BN | Brookfield Corp Cl A Ltd Vt Sh | 58.89M | 16.6% | 952.2K | -1.6% | -15.2K | 62.00 | 0.1% |
 BRK-A | Berkshire Hathaway Inc Del | 48.83M | 13.7% | 67.0 | — | — | 728.80K | 0.0% |
 BUR | Burford Capital Ltd | 45.72M | 12.9% | 3.4M | 325.4% | 2.6M | 14.00 | 1.5% |
 MKL | Markel Corp Com | 44.85M | 12.6% | 22.5K | — | — | 2.00K | 0.2% |
 TRUP | Trupanion Inc | 42.29M | 11.9% | 764.1K | -15.8% | -143.7K | 55.00 | 1.8% |
 TSLA | Tesla Inc Com | 25.20M | 7.1% | 79.3K | -2.1% | -1.7K | 318.00 | 0.0% |
 GOOGL | Alphabet Inc Cap Stk | 18.46M | 5.2% | 104.8K | — | — | 176.00 | 0.0% |
 BROOKFIELD CORP CL A LTD VT SH | Brookfield Corp Cl A Ltd Vt Sh | 58.89K | 0.0% | 952.2K | New Buy | 952.2K | 0.00 | — |