Josh TarasoffGreenlea Lane Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)


As of Jun 30, 2025, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.


During Q2 2025, the filing reported:


New BuysBrookfield Asset Management Ltd. (BAM)
IncreasesBurford Capital (BUR)
ReductionsTesla, Inc. (TSLA), Trupanion, Inc. (TRUP)
Complete ExitsBrookfield Corporation (BN)

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Greenlea Lane Capital Management Activity

DateSymbolTypeQuantity
Q4 2018Dec 31, 2018
TRUP
Trupanion, Inc.
Buy - Position Entry
+495,859
Q4 2018Dec 31, 2018
SHAK
Shake Shack, Inc.
Buy - Position Entry
+223,040
Q4 2018Dec 31, 2018
W
Wayfair Inc.
Buy - Position Entry
+106,130
Q4 2018Dec 31, 2018
NFLX
Netflix, Inc.
Buy - Position Entry
+44,585
Q4 2018Dec 31, 2018
SPOT
Spotify
Buy - Position Entry
+42,990
Q4 2018Dec 31, 2018
AMZN
Amazon.com, Inc.
Buy - Position Entry
+12,380
Page 8 of 8216 total trades