GREENLEA LANE CAPITAL MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001766504 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $331,657 (100.0% shares, 0.0% debt)

Holdings (8)

AMZN AMAZON COM INC 23.8%

Value ($000) $78,995 Shares 360,065 Est. Cost $125.44 Unrealized +63.1%

BN BROOKFIELD CORP 17.2%

Value ($000) $57,157 Shares 994,895 Est. Cost $21.71 Unrealized +72.3%

BRK/A BERKSHIRE HATHAWAY INC DEL 14.4%

Value ($000) $47,664 Shares 70 Est. Cost $533852.10 Unrealized +29.7%

TRUP TRUPANION INC 13.6%

Value ($000) $45,002 Shares 933,655 Est. Cost $28.99 Unrealized +77.1%

MKL MARKEL GROUP INC 11.3%

Value ($000) $37,494 Shares 21,720 Est. Cost $1375.04 Unrealized +20.7%

TSLA TESLA INC 10.2%

Value ($000) $33,668 Shares 83,370 Est. Cost $174.77 Unrealized +84.1%

GOOGL ALPHABET INC 6.2%

Value ($000) $20,401 Shares 107,770 Est. Cost $112.38 Unrealized +55.0%

BUR BURFORD CAP LTD 3.4%

Value ($000) $11,276 Shares 884,405 Est. Cost $10.13 Unrealized +31.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	360,065	$78,995	23.8%	$125.44	+63.1%	COM	023135106
BN	BROOKFIELD CORP	994,895	$57,157	17.2%	$21.71	+72.3%	CL A LTD VT SH	11271J107
BRK/A	BERKSHIRE HATHAWAY INC DEL	70	$47,664	14.4%	$533852.10	+29.7%	CL A	084670108
TRUP	TRUPANION INC	933,655	$45,002	13.6%	$28.99	+77.1%	COM	898202106
MKL	MARKEL GROUP INC	21,720	$37,494	11.3%	$1375.04	+20.7%	COM	570535104
TSLA	TESLA INC	83,370	$33,668	10.2%	$174.77	+84.1%	COM	88160R101
GOOGL	ALPHABET INC	107,770	$20,401	6.2%	$112.38	+55.0%	CAP STK CL A	02079K305
BUR	BURFORD CAP LTD	884,405	$11,276	3.4%	$10.13	+31.6%	ORD SHS	G17977110