13F filing recap · Q2 2026

What did Greenlea Lane Capital buy in Q2 2026?

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

Stock value

$364.21M

Positions

Estimated turnover

9.5%

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 a new position in Spotify Technology. It trimmed Amazon.com and Tesla, while making smaller reductions to Markel Group and Netflix.

New positions

SPOTSpotify Technology S.a.$18.08Mreported value+39.4K shares

Reduced positions

AMZNAmazon.com Inc$66.82Mreported value-32.2K shares-10.3%MKLMarkel Group Inc.$39.66Mreported value-2.3K shares-10.0%TSLATesla, Inc.$19.93Mreported value-7.3K shares-13.4%NFLXNetflix, Inc.$19.69Mreported value-3.6K shares