13F filing recap · Q1 2025

What did Greenlea Lane Capital buy in Q1 2025?

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

Stock value

$289.43M

Positions

Estimated turnover

4.9%

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 trimmed several positions during the quarter, with Burford Capital seeing a moderate reduction. Amazon, Berkshire Hathaway, Brookfield, Trupanion, Tesla, and Alphabet were all slightly decreased, while Markel Group was slightly increased.

Increased positions

MKLMarkel Group Inc.$41.98Mreported value+735 shares+3.4%

Reduced positions

AMZNAmazon.com Inc$61.77Mreported value-35.4K shares-9.8%BRK.ABerkshire Hathaway Inc$53.50Mreported value-3 shares-4.3%BNBrookfield Corporation$50.70Mreported value-27.5K shares-2.8%TRUPTrupanion, Inc.$33.84Mreported value-25.8K shares