Superinvestors / Greenlea Lane Capital Management

Josh Tarasoff

Greenlea Lane Capital Management

Concentrated quality compounders

$344.29M Portfolio value

9 positions · as of 2026-03-31 · filed 2026-05-11

This quarter

2 new1 exited0 added6 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: ISHARES TR, NFLX

Exited: BUR

Trimmed: BRK/A, TSLA, BN, AMZN, MKL, GOOGL

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
AMZN	AMAZON COM INC COMDECREASED -1.2%	18.91%	$208.27	$65.09M	312.5K
BN	BROOKFIELD CORP· CL A LTD VT SHDECREASED -1.5%	16.37%	$40.47	$56.36M	1.4M
BRK/A	BERKSHIRE HATHAWAY INC DEL· CL ADECREASED -6.0%	13.14%	$718,140.00	$45.24M	63
MKL	MARKEL GROUP INCDECREASED -1.5%	12.54%	$1,914.07	$43.17M	22.6K
—	ISHARES TR· 0-3 MTH TREASURYNEW	11.20%	$100.66	$38.55M	383.0K
GOOGL	ALPHABET INC CAP STK CL ADECREASED -1.1%	8.36%	$287.56	$28.77M	100.0K
NFLX	NETFLIX INC. COMNEW	7.80%	$96.15	$26.87M	279.5K
TSLA	TESLA INC COMDECREASED -11.9%	5.91%	$371.75	$20.35M	54.7K
TRUP	TRUPANION INCUNCHANGED	5.78%	$25.61	$19.89M	776.5K

Showing 9 of 9

Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 100.0% of the reported portfolio, across 9 positions.

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See more of Josh Tarasoff's portfolio

More of Josh Tarasoff's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.