13F filing recap · Q4 2024
What did Greenlea Lane Capital buy in Q4 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$331.66M
Positions
8
Estimated turnover
12.2%
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.
Quarter in review
Greenlea Lane Capital exited Microsoft entirely and trimmed several other positions during the quarter. Amazon, Brookfield, Berkshire Hathaway, Markel, and Alphabet saw slight reductions, while Trupanion, Tesla, and Burford Capital were trimmed more moderately.
Reduced positions
AMZNAmazon.com Inc$78.99Mreported value-14.2K shares-3.8%BNBrookfield Corporation$57.16Mreported value-41.2K shares-4.0%BRK.ABerkshire Hathaway Inc$47.66Mreported value-1 shares-1.4%TRUPTrupanion, Inc.$45.00Mreported value-154.3K shares-14.2%MKLMarkel Group Inc.$37.49Mreported value-750 shares-3.3%TSLATesla, Inc.$33.67Mreported value-13.9K shares-14.3%GOOGLAlphabet Inc.$20.40Mreported value-3.8K shares-3.4%BURBurford Capital Limited$11.28Mreported value-158.3K shares-15.2%