Compounder

Josh Tarasoff

Net selling

Greenlea Lane Capital Management, Llc — managed by Josh Tarasoff; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-11) · Source: SEC EDGAR

Portfolio value$344.3M+0%)
Holdings9+1
Latest period2026-03-31
Top holdingAmazon Com Inc
Portfolio overview

Greenlea Lane Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 9 positions worth $344.3M. The top 5 holdings represent 72% of that value, a concentrated portfolio.

The single largest position is Amazon Com Inc at 18.9% of the portfolio, followed by Brookfield Corp at 16.4% and Berkshire Hathaway Inc at 13.1%.

Against the prior quarter, Josh Tarasoff opened 2 new positions, exited 1, added to 0, and trimmed 6. The largest new buy was Ishares Tr. The most notable sale was the full exit from Burford Cap Ltd.

Across all 8 quarters on file, Amazon Com Inc has appeared in every filing, as has Berkshire Hathaway Inc. Amazon Com Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction
Holdings
Exited this quarter (1)Burford Cap Ltd

Sources· SEC EDGAR 13F as of 2026-05-11

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