Asset Manager
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GREENLEA LANE CAPITAL MANAGEMENT, LLC
Market Value
$414M
+43.2%
Holdings
9
+1
New Purchases
1
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
11.1%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $164M | 39.5% |
| Large Cap | 3 | $163M | 39.2% |
| Small Cap | 2 | $88M | 21.2% |
Portfolio Analytics
Avg Market Cap
$1.1T
Median Market Cap
$101.5B
Avg P/E
67.9
Median P/E
30.6
Avg Dividend Yield
0.01%
Avg Beta
1.28
# Stocks
9
# ETFs / Funds
0
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 17.19% | 324,640 | $71M | $219.39 | $9M | — | — | |
| 2 | BAM | 14.21% | 952,215 | $59M | $61.85 | — | +952,215 | — | NEW |
| 3 | BN | 14.21% | 952,215 | $59M | $61.85 | $8M | -15,210 | -1.6% | |
| 4 | BRK-A | 11.78% | 67 | $49M | $728,800.00 | -$5M | — | — | |
| 5 | BUR | 11.03% | 3,362,322 | $46M | $13.60 | $35M | +2,571,917 | +325.4% | |
| 6 | MKL | 10.82% | 22,455 | $45M | $1,997.36 | $3M | — | — | |
| 7 | TRUP | 10.21% | 764,095 | $42M | $55.35 | $8M | -143,740 | -15.8% | |
| 8 | TSLA | 6.08% | 79,335 | $25M | $317.66 | $4M | -1,725 | -2.1% | |
| 9 | GOOGL | 4.46% | 104,770 | $18M | $176.23 | $2M | — | — |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BAM | $59M | 14.21% |