GREENLEA LANE CAPITAL MANAGEMENT, LLC Long-Term Concentrated

Location: Weston, CT

CIK: 0001766504 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value: $353M (100.0% shares, 0.0% debt)

Holdings (10)

AMZN AMAZON COM INC 24.7%
Value $87.28M Shares 483,850 Est. Cost $125.44 Unrealized +33.1%
BN BROOKFIELD CORP 18.3%
Value $64.78M Shares 1,547,135 Est. Cost $21.71 Unrealized +22.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 12.8%
Value $45.05M Shares 71 Est. Cost $533852.10 Unrealized +11.2%
MSFT MICROSOFT CORP 10.6%
Value $37.51M Shares 89,165 Est. Cost $249.46 Unrealized +60.1%
MKL MARKEL GROUP INC 9.5%
Value $33.68M Shares 22,135 Est. Cost $1370.02 Unrealized +7.0%
SHOP SHOPIFY INC 5.7%
Value $20.06M Shares 259,940 Est. Cost $44.57 Unrealized +77.2%
MNDY MONDAY COM LTD 5.5%
Value $19.46M Shares 86,165 Est. Cost $153.44 Unrealized +38.4%
GOOGL ALPHABET INC 4.8%
Value $17.02M Shares 112,780 Est. Cost $112.38 Unrealized +26.3%
BUR BURFORD CAP LTD 4.7%
Value $16.54M Shares 1,035,380 Est. Cost $10.13 Unrealized +44.3%
TRUP TRUPANION INC 3.3%
Value $11.74M Shares 425,070 Est. Cost $32.96 Unrealized -15.3%