13F filing recap · Q4 2025

What did Greenlea Lane Capital buy in Q4 2025?

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

Stock value

$342.65M

Positions

Estimated turnover

9.6%

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 substantially added to Brookfield Corporation and trimmed Tesla, while making slight reductions to Amazon, Alphabet, and small increases to Markel Group and Trupanion.

Increased positions

BNBrookfield Corporation$64.86Mreported value+461.2K shares+48.4%MKLMarkel Group Inc.$49.24Mreported value+450 shares+2.0%TRUPTrupanion, Inc.$29.02Mreported value+12.4K shares+1.6%

Reduced positions

AMZNAmazon.com Inc$73.00Mreported value-5.6K shares-1.7%GOOGLAlphabet Inc.$31.66Mreported value-3.6K shares-3.5%TSLATesla, Inc.$27.93Mreported value-17.2K shares-21.7%