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Asset Manager ← All Institutions

GREENLEA LANE CAPITAL MANAGEMENT, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$343M
-17.2%
Holdings
9
New Purchases
0
Added To
0
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BN 19.04% 14.21% +4.83% $65M
TSLA 10.29% 6.08% +4.21% $35M
AMZN 20.61% 17.19% +3.42% $71M
GOOGL 7.43% 4.46% +2.97% $25M
BRK-A 14.73% 11.78% +2.95% $51M
MKL 12.51% 10.82% +1.69% $43M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAM 0.00% 14.21% -14.21% $0
BUR 5.75% 11.03% -5.29% $20M
TRUP 9.64% 10.21% -0.56% $33M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $182M 53.1%
Large Cap 3 $108M 31.6%
Small Cap 2 $53M 15.4%

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 20.61% 321,895 $71M $219.57 -$544K -2,745 -0.8%
2 BN 19.04% 952,215 $65M $68.58 $6M
3 BRK-A 14.73% 67 $51M $754,200.00 $2M
4 MKL 12.51% 22,455 $43M $1,911.36 -$2M
5 TSLA 10.29% 79,335 $35M $444.72 $10M
6 TRUP 9.64% 764,095 $33M $43.28 -$9M
7 GOOGL 7.43% 104,770 $25M $243.10 $7M
8 BUR 5.75% 1,835,072 $20M $10.74 -$26M -1,527,250 -45.4%
9 BAM —% -$59M -952,215 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BAM —%
View SEC EDGAR Filings for GREENLEA LANE CAPITAL MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms