13F filing recap · Q2 2025

What did Greenlea Lane Capital buy in Q2 2025?

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

Stock value

$355.48M

Positions

Estimated turnover

13.8%

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 Brookfield Corporation and Tesla slightly, and reduced Trupanion. The firm also added sharply to Burford Capital.

Increased positions

BURBurford Capital Limited$45.72Mreported value+2.57M shares+325.4%

Reduced positions

BNBrookfield Corporation$58.89Mreported value-15.2K shares-1.6%TRUPTrupanion, Inc.$42.29Mreported value-143.7K shares-15.8%TSLATesla, Inc.$25.20Mreported value-1.7K shares-2.1%