StockDriftsStockDriftsTop 10 Greenlea Lane Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 18.35% | 280.4K | $66.8M | -10.30%(-32.18K) | $135.74(+93.41%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 16.29% | 1.39M | $59.3M | +0.00%(+0) | $21.66(+99.75%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 12.95% | 63 | $47.2M | +0.00%(+0) | $537051.00(+39.17%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 10.89% | 20.3K | $39.7M | -9.98%(-2.25K) | $1378.21(+33.12%) | 2026-06-30 | |
| SGOV | ISHARES TR | 10.59% | 383.0K | $38.6M | +0.00%(+0) | $100.52(+0.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.82% | 100.0K | $35.7M | +0.00%(+0) | $93.69(+267.95%) | 2026-06-30 | |
| TSLA | TESLA INC | 5.47% | 47.4K | $19.9M | -13.42%(-7.34K) | $186.83(+82.29%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 5.41% | 275.8K | $19.7M | -1.30%(-3.65K) | $94.96(-18.79%) | 2026-06-30 | |
| TRUP | TRUPANION INC | 5.28% | 776.5K | $19.2M | +0.00%(+0) | $30.67(-1.07%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.96% | 39.4K | $18.1M | new | $467.07(+8.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.78% | +59.28% | +2.93% | +15.54% |
| Top 20 Holdings Unweighted | +17.59% | +62.60% | +4.78% | +26.31% |
Greenlea Lane Capital Management LLC reports $364.21M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (18.4%), BN (16.3%) and BRK.A (12.9%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +59.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenlea Lane Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766504). View Greenlea Lane Capital Management LLC’s 13F filings on SEC