GREENLEA LANE CAPITAL MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001766504 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $342,653 (100.0% shares, 0.0% debt)

Holdings (8)

Increased Positions (3)

MKL MARKEL GROUP INC 14.4%

Value ($000) $49,238 (+14.7%) Shares 22,905 (+2.0%) Est. Cost $1402.74 Unrealized +44.4%

TRUP TRUPANION INC 8.5%

Value ($000) $29,017 (-12.3%) Shares 776,490 (+1.6%) Est. Cost $29.15 Unrealized +34.7%

BN BROOKFIELD CORP 18.9%

Value ($000) $64,864 (-0.7%) Shares 1,413,462 (+48.4%) Est. Cost $29.49 Unrealized +54.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MKL	MARKEL GROUP INC	22,905 (+2.0%)	$49,238 (+14.7%)	14.4%	$1402.74	+44.4%	COM	570535104
TRUP	TRUPANION INC	776,490 (+1.6%)	$29,017 (-12.3%)	8.5%	$29.15	+34.7%	COM	898202106
BN	BROOKFIELD CORP	1,413,462 (+48.4%)	$64,864 (-0.7%)	18.9%	$29.49	+54.5%	CL A LTD VT SH	11271J107

Decreased Positions (3)

TSLA TESLA INC 8.2%

Value ($000) $27,928 (-20.8%) Shares 62,100 (-21.7%) Est. Cost $174.77 Unrealized +153.6%

GOOGL ALPHABET INC 9.2%

Value ($000) $31,662 (+24.3%) Shares 101,155 (-3.5%) Est. Cost $112.38 Unrealized +154.1%

AMZN AMAZON COM INC 21.3%

Value ($000) $73,005 (+3.3%) Shares 316,285 (-1.7%) Est. Cost $125.44 Unrealized +82.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	62,100 (-21.7%)	$27,928 (-20.8%)	8.2%	$174.77	+153.6%	COM	88160R101
GOOGL	ALPHABET INC	101,155 (-3.5%)	$31,662 (+24.3%)	9.2%	$112.38	+154.1%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	316,285 (-1.7%)	$73,005 (+3.3%)	21.3%	$125.44	+82.4%	COM	023135106

Unchanged Positions (2)

BUR BURFORD CAP LTD 4.8%

Value ($000) $16,369 Shares 1,835,072 Est. Cost $12.35 Unrealized -20.7%

BRK/A BERKSHIRE HATHAWAY INC DEL 14.8%

Value ($000) $50,572 Shares 67 Est. Cost $533852.10 Unrealized +39.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BUR	BURFORD CAP LTD	1,835,072	$16,369	4.8%	$12.35	-20.7%	ORD SHS	G17977110
BRK/A	BERKSHIRE HATHAWAY INC DEL	67	$50,572	14.8%	$533852.10	+39.8%	CL A	084670108