13F filing recap · Q4 2023

What did Greenlea Lane Capital buy in Q4 2023?

Reported stock-position changes between this filing and the previous one.

Stock value

$322.91M

Positions

Estimated turnover

27.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BRK.ABerkshire Hathaway Inc$38.53Mreported value+71 shares

Increased positions

BNBrookfield Corporation$64.80Mreported value+55.2K shares+3.5%BURBurford Capital Limited$15.87Mreported value+33.0K shares+3.4%

Reduced positions

AMZNAmazon.com Inc$73.75Mreported value-62.8K shares-11.5%MSFTMicrosoft Corporation$33.53Mreported value-475 shares-0.5%MKLMarkel Group Inc.$31.43Mreported value-10.3K shares-31.7%SHOPShopify Inc.$20.37Mreported value-1.4K shares