Portfolio timeline
Greenlea Lane Capital — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 2
- Avg positions
- 8.5
- Latest top 5 weight
- 72.2%
- Avg top 5 weight
- 75.4%
- Avg changed names
- 9
- Held in ≥75% of stored quarters
- 7
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 6 | 1 | 72.2% |
| Q4 2025 | No prior baseline | 78.6% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| AMZN Amazon.com Inc. | 2 | 18.9% | $65.1M |
| BN Brookfield Corp. | 2 | 16.4% | $56.4M |
| BRK.A Berkshire Hathaway Inc. Class A | 2 | 13.1% | $45.2M |
| MKL Markel Corp. | 2 | 12.5% | $43.2M |
| GOOG Alphabet Inc. Class C | 2 | 8.4% | $28.8M |
| TSLA Tesla Inc. | 2 | 5.9% | $20.3M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.