GREENLEA LANE CAPITAL MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001766504 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $289,432 (100.0% shares, 0.0% debt)

Holdings (8)

AMZN AMAZON COM INC 21.3%

Value ($000) $61,766 Shares 324,640 Est. Cost $125.44 Unrealized +73.0%

BRK/A BERKSHIRE HATHAWAY INC DEL 18.5%

Value ($000) $53,496 Shares 67 Est. Cost $533852.10 Unrealized +36.6%

BN BROOKFIELD CORP 17.5%

Value ($000) $50,703 Shares 967,425 Est. Cost $21.71 Unrealized +73.1%

MKL MARKEL GROUP INC 14.5%

Value ($000) $41,982 Shares 22,455 Est. Cost $1390.25 Unrealized +32.3%

TRUP TRUPANION INC 11.7%

Value ($000) $33,835 Shares 907,835 Est. Cost $28.99 Unrealized +43.5%

TSLA TESLA INC 7.3%

Value ($000) $21,008 Shares 81,060 Est. Cost $174.77 Unrealized +90.7%

GOOGL ALPHABET INC 5.6%

Value ($000) $16,202 Shares 104,770 Est. Cost $112.38 Unrealized +60.8%

BUR BURFORD CAP LTD 3.6%

Value ($000) $10,441 Shares 790,405 Est. Cost $10.13 Unrealized +37.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	324,640	$61,766	21.3%	$125.44	+73.0%	COM	023135106
BRK/A	BERKSHIRE HATHAWAY INC DEL	67	$53,496	18.5%	$533852.10	+36.6%	CL A	084670108
BN	BROOKFIELD CORP	967,425	$50,703	17.5%	$21.71	+73.1%	CL A LTD VT SH	11271J107
MKL	MARKEL GROUP INC	22,455	$41,982	14.5%	$1390.25	+32.3%	COM	570535104
TRUP	TRUPANION INC	907,835	$33,835	11.7%	$28.99	+43.5%	COM	898202106
TSLA	TESLA INC	81,060	$21,008	7.3%	$174.77	+90.7%	COM	88160R101
GOOGL	ALPHABET INC	104,770	$16,202	5.6%	$112.38	+60.8%	CAP STK CL A	02079K305
BUR	BURFORD CAP LTD	790,405	$10,441	3.6%	$10.13	+37.8%	ORD SHS	G17977110