13F filing recap · Q1 2026

What did Greenlea Lane Capital buy in Q1 2026?

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

Stock value

$344.29M

Positions

Estimated turnover

26.2%

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 opened new positions in iShares Trust and Netflix, and exited Burford Capital entirely. The fund also trimmed several existing holdings, including Amazon, Brookfield, Berkshire Hathaway, Markel Group, and Alphabet, all by modest amounts. Tesla saw a more notable reduction in shares.

New positions

SGOViShares Trust$38.55Mreported value+383.0K shares NFLXNetflix, Inc.$26.87Mreported value+279.5K shares

Reduced positions

AMZNAmazon.com Inc$65.09Mreported value-3.8K shares-1.2%BNBrookfield Corporation$56.36Mreported value-20.7K shares-1.5%BRK.ABerkshire Hathaway Inc$45.24Mreported value-4 shares-6.0%MKLMarkel Group Inc.$43.17Mreported value-350 shares

Exited positions

BURBurford Capital Limited$16.37Mprior reported value-1.84M shares-100.0%