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）

Reporting quarterQ1 2026

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

Ishares TrSGOVBig new buy

Big new buy last quarter — 11.2% of the book.

Netflix IncNFLXBig new buy

Big new buy last quarter — 7.8% of the book.

Amazon Com IncAMZNCore · 8q

A core position held 8 quarters running.

Strike-zone picks

None of Josh Tarasoff's tracked holdings are in the strike zone right now.

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Josh Tarasoff has no positions in the strike zone right now.

Browse the whole market by value band

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Amazon Com IncAMZN	$65.1M	Above value	31	312,530	21.3% → 18.9% ▼
Brookfield CorpBN	$56.4M	—	8	1,392,742	18.9% → 16.4% ▼
Berkshire Hathaway IncBRK.A	$45.2M	—	14	63	14.8% → 13.1% ▼
Markel Group IncMKL	$43.2M	Within band	5	22,555	14.4% → 12.5% ▼
Ishares TrSGOV	$38.6M	—	5	383,000	New · 11.2%
Alphabet IncGOOGL	$28.8M	Above value	34	100,035	9.2% → 8.4% ▼
Netflix IncNFLX	$26.9M	Above value	9	279,480	New · 7.8%
Tesla IncTSLA	$20.3M	Above value	6	54,735	8.2% → 5.9% ▼
Trupanion IncTRUP	$19.9M	—	2	776,490	8.5% → 5.8%

Amazon Com IncAMZN
Value$65.1MValuationAbove valueHolders31Weight (prev→now)21.3% → 18.9% ▼
Brookfield CorpBN
Value$56.4MValuation—Holders8Weight (prev→now)18.9% → 16.4% ▼
Berkshire Hathaway IncBRK.A
Value$45.2MValuation—Holders14Weight (prev→now)14.8% → 13.1% ▼
Markel Group IncMKL
Value$43.2MValuationWithin bandHolders5Weight (prev→now)14.4% → 12.5% ▼
Ishares TrSGOV
Value$38.6MValuation—Holders5Weight (prev→now)New · 11.2%
Alphabet IncGOOGL
Value$28.8MValuationAbove valueHolders34Weight (prev→now)9.2% → 8.4% ▼
Netflix IncNFLX
Value$26.9MValuationAbove valueHolders9Weight (prev→now)New · 7.8%
Tesla IncTSLA
Value$20.3MValuationAbove valueHolders6Weight (prev→now)8.2% → 5.9% ▼
Trupanion IncTRUP
Value$19.9MValuation—Holders2Weight (prev→now)8.5% → 5.8%

Exited this quarter (1)Burford Cap Ltd

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-11

Stay Updated

Curated 13F moves and valuation insights, straight to your inbox.