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13F holdings · Q2 2026

Greenlea Lane Capital Management

Weston, CT · files as Greenlea Lane Capital Management, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1766504

Greenlea Lane Capital Management reported 10 stocks worth $364M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (18.4%), BN (16.3%) and BRK.A (12.9%). Compared with Q1 2026, the fund opened new positions in SPOT and trimmed AMZN, MKL and TSLA.

Reported value$364M+5.8% vs last quarter
Stocks held101 new · 0 sold out
Top 5 weight69.1%very concentrated
Turnover9%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AMZN
Amazon Com Inc
$66.8M18.4%280K−32K (−10%)8 of 8
2
BN
Brookfield Corp Fclass A
$59.3M16.3%1.4MNo change8 of 8
3
BRK.A
Berkshire Hathaway Inc Dclass A
$47.2M12.9%63No change8 of 8
4
MKL
Markel Group Inc
$39.7M10.9%20K−2,250 (−10%)8 of 8
5
SGOV
Ishares TR
$38.6M10.6%383KNo change2 of 8
6
GOOGL
Alphabet Inc
$35.7M9.8%100KNo change8 of 8
7
TSLA
Tesla Inc
$19.9M5.5%47K−7,345 (−13%)8 of 8
8
NFLX
Netflix Inc
$19.7M5.4%276K−3,645 (−1%)2 of 8
9
TRUP
Trupanion Inc
$19.2M5.3%776KNo change8 of 8
10
SPOT
Spotify Technology
$18.1M5.0%39KNew position1 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$330MQ3 '24
$332MQ4 '24
$289MQ1 '25
$355MQ2 '25
$343MQ3 '25
$343MQ4 '25
$344MQ1 '26
$364MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Greenlea Lane Capital Management 13F FAQ

What does Greenlea Lane Capital Management own?

Greenlea Lane Capital Management reported 10 stocks worth $364M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (18.4%), BN (16.3%) and BRK.A (12.9%). The table above lists every position in the filing (the top 10 without an account).

What did Greenlea Lane Capital Management buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 0 added to, 4 trimmed and 0 sold out. New positions include SPOT.

When will Greenlea Lane Capital Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Greenlea Lane Capital Management's portfolio worth?

The Q2 2026 filing reports $364M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.