GREENLEA LANE CAPITAL MANAGEMENT, LLC Long-Term Concentrated

Name: GREENLEA LANE CAPITAL MANAGEMENT, LLC Q1 2026 13F Filing | 13F Explorer
Creator: GREENLEA LANE CAPITAL MANAGEMENT, LLC
Published: 2026-05-11

Location: Weston, CT

CIK: 0001766504 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 11, 2026

Total Value: $344M (100.0% shares, 0.0% debt)

Holdings (9)

New Positions (2)

SGOV ISHARES TR 11.2%

Value $38.55M Shares 383,000 Est. Cost $100.66 Unrealized —

NFLX NETFLIX INC. 7.8%

Value $26.87M Shares 279,480 Est. Cost $83.84 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGOV	ISHARES TR	383,000	$38.55M	11.2%	$100.66	—	0-3 MNTH TREASRY	46436E718
NFLX	NETFLIX INC.	279,480	$26.87M	7.8%	$83.84	0.0%	COM	64110L106

Exited Positions (1)

BUR BURFORD CAP LTD 4.8%

Value $16.37M Shares 1,835,072 Est. Cost $12.35 Unrealized -23.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BUR	BURFORD CAP LTD	1,835,072	$16.37M	4.8%	$12.35	-23.3%	—	G17977110

Decreased Positions (6)

BN BROOKFIELD CORP 16.4%

Value $56.36M (-13.1%) Shares 1,392,742 (-1.5%) Est. Cost $29.49 Unrealized +58.3%

AMZN AMAZON COM INC 18.9%

Value $65.09M (-10.8%) Shares 312,530 (-1.2%) Est. Cost $125.44 Unrealized +80.8%

TSLA TESLA INC 5.9%

Value $20.35M (-27.1%) Shares 54,735 (-11.9%) Est. Cost $174.77 Unrealized +143.7%

MKL MARKEL GROUP INC 12.5%

Value $43.17M (-12.3%) Shares 22,555 (-1.5%) Est. Cost $1402.74 Unrealized +48.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 13.1%

Value $45.24M (-10.5%) Shares 63 (-6.0%) Est. Cost $533852.10 Unrealized +38.7%

GOOGL ALPHABET INC 8.4%

Value $28.77M (-9.1%) Shares 100,035 (-1.1%) Est. Cost $112.38 Unrealized +187.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BN	BROOKFIELD CORP	1,392,742 (-1.5%)	$56.36M (-13.1%)	16.4%	$29.49	+58.3%	CL A LTD VT SH	11271J107
AMZN	AMAZON COM INC	312,530 (-1.2%)	$65.09M (-10.8%)	18.9%	$125.44	+80.8%	COM	023135106
TSLA	TESLA INC	54,735 (-11.9%)	$20.35M (-27.1%)	5.9%	$174.77	+143.7%	COM	88160R101
MKL	MARKEL GROUP INC	22,555 (-1.5%)	$43.17M (-12.3%)	12.5%	$1402.74	+48.1%	COM	570535104
BRK/A	BERKSHIRE HATHAWAY INC DEL	63 (-6.0%)	$45.24M (-10.5%)	13.1%	$533852.10	+38.7%	CL A	084670108
GOOGL	ALPHABET INC	100,035 (-1.1%)	$28.77M (-9.1%)	8.4%	$112.38	+187.7%	CAP STK CL A	02079K305

Unchanged Positions (1)

TRUP TRUPANION INC 5.8%

Value $19.89M Shares 776,490 Est. Cost $29.15 Unrealized +10.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TRUP	TRUPANION INC	776,490	$19.89M	5.8%	$29.15	+10.2%	COM	898202106