Sign in

You're signed outSign in or to get full access.

Greenlea Lane Capital Management, LLC

CIK:0001766504
Hedge Fund
$479M AUM
9 holdings
Weston, CT, United States
Founded:2011
1 employees
Latest filing:Jun 30, 2025

Greenlea Lane Capital Management, LLC is a hedge fund based in Weston, Connecticut, founded by Josh Tarasoff. The firm primarily manages assets for pooled investment vehicles and pension plans, with its entire $479 million in AUM coming from U.S.-based discretionary accounts. The firm is small, with a single employee, focused exclusively on investment management activities. It is known for its concentrated, long-term oriented investment approach and targets sophisticated institutional and high net-worth clients.

Investment Strategy

Greenlea Lane Capital Management employs a highly concentrated, long-term fundamental investment approach, seeking investments in a limited number of high-conviction positions, primarily in U.S. and global equities. The portfolio is typically focused on high-quality, growth-oriented companies and is managed with a patient, research-intensive philosophy. Top holdings regularly comprise a large percentage of the portfolio value and include companies like Amazon, Brookfield, Berkshire Hathaway, Markel, and Burford Capital. The firm generally favors substantial positions and low turnover to compound capital over time, in keeping with the value investing tradition.

Latest 13F Filing Activity

Greenlea Lane Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $356M. The fund increased holdings in Burford Capital LTD, Amazon Com Inc., Trupanion Inc. among other positions. Greenlea Lane Capital Management, LLC reduced exposure to Berkshire Hathaway Inc. Del, Alphabet Inc. Cap STK, Markel Corp. Com among others.

Top Buys
B
BURBURFORD CAPITAL LTD
+$35.3M
A
AMZNAMAZON COM INC
+$9.5M
T
TRUPTRUPANION INC
+$8.5M
B
BNBROOKFIELD CORP CL A LTD VT SH
+$8.2M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$4.7M
Top Sells
B
BURBURFORD CAPITAL LTD
+$35.3M
A
AMZNAMAZON COM INC
+$9.5M
T
TRUPTRUPANION INC
+$8.5M
B
BNBROOKFIELD CORP CL A LTD VT SH
+$8.2M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$4.7M

Top Holdings

A
AMZNAMAZON COM INC
+20.0%$71.2M
B
BNBROOKFIELD CORP CL A LTD VT SH
+16.6%$58.9M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
+13.7%$48.8M
B
BURBURFORD CAPITAL LTD
+12.9%$45.7M
M
MKLMARKEL CORP COM
+12.6%$44.9M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
AMAZON COM INC20.03%$71.2M324,640$127.33$219.39+$9.5M
BROOKFIELD CORP CL A LTD VT SH16.56%$58.9M952,215$32.22$61.85+$8.2M
BERKSHIRE HATHAWAY INC DEL13.73%$48.8M67$542625.00$728800.00-$4.7M
BURFORD CAPITAL LTD12.86%$45.7M3,362,322$13.54$14.26+$35.3M
MARKEL CORP COM12.61%$44.9M22,455$1406.59$1997.36+$2.9M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+27.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+20.6%
OPEATORS OF NONRESIDENTIAL BUILDINGS
+19.0%
MOTOR VEHICLES & PASSENGER CAR BODIES
+10.3%
HOSPITAL & MEDICAL SERVICE PLANS
+9.6%