GREENLEA LANE CAPITAL MANAGEMENT, LLC — 13F holdings

GREENLEA LANE CAPITAL MANAGEMENT, LLC reported 10 holdings worth $364M in its 13F filing for Q2 2026, filed August 14, 2026. That's up 5.8% from $344M in Q1 2026, when it reported 9 holdings.

GREENLEA LANE CAPITAL MANAGEMENT, LLC's largest positions in Q2 2026

1. AMZN AMAZON COM INC — $66.8M (18.3%) · cut 10%
2. BN Brookfield Corp — $59.3M (16.3%) · unchanged
3. BRK.A BERKSHIRE HATHAWAY INC DEL — $47.2M (13.0%) · unchanged
4. MKL MARKEL GROUP INC — $39.7M (10.9%) · cut 10%
5. SGOV ISHARES TR — $38.6M (10.6%) · unchanged
6. GOOGL ALPHABET INC — $35.7M (9.8%) · unchanged
7. TSLA TESLA INC — $19.9M (5.5%) · cut 13%
8. NFLX NETFLIX INC — $19.7M (5.4%) · cut 1%
9. TRUP TRUPANION INC — $19.2M (5.3%) · unchanged
10. SPOT SPOTIFY TECHNOLOGY S A — $18.1M (5.0%) · new position

What GREENLEA LANE CAPITAL MANAGEMENT, LLC bought in Q2 2026

1 new position and 0 positions added to.

1. SPOT SPOTIFY TECHNOLOGY S A — new position, about $18.1M

What GREENLEA LANE CAPITAL MANAGEMENT, LLC sold in Q2 2026

0 positions sold out and 4 reduced.

1. AMZN AMAZON COM INC — cut 10%, about $7.67M
2. MKL MARKEL GROUP INC — cut 10%, about $4.39M
3. TSLA TESLA INC — cut 13%, about $3.09M
4. NFLX NETFLIX INC — cut 1%, about $260K

GREENLEA LANE CAPITAL MANAGEMENT, LLC portfolio value by quarter

• Q2 2026: $364M in 10 holdings
• Q1 2026: $344M in 9 holdings
• Q4 2025: $343M in 8 holdings
• Q3 2025: $343M in 8 holdings
• Q2 2025: $355M in 8 holdings
• Q1 2025: $289M in 8 holdings
• Q4 2024: $332M in 8 holdings

What does GREENLEA LANE CAPITAL MANAGEMENT, LLC own?

Its largest positions in Q2 2026 were AMZN, BN, BRK.A, MKL, SGOV, out of 10 holdings worth $364M.

What did GREENLEA LANE CAPITAL MANAGEMENT, LLC buy last quarter?

In Q2 2026 it opened 1 new position and added to 0; the largest buys were SPOT.

What did GREENLEA LANE CAPITAL MANAGEMENT, LLC sell last quarter?

In Q2 2026 it sold out of 0 positions and reduced 4.