Superinvestors / Greenlea Lane Capital Management

Josh Tarasoff

Greenlea Lane Capital Management

Concentrated quality compounders

$364.21M Portfolio value
10 positions · as of 2026-06-30 · filed 2026-08-14

This quarter

1 new0 exited0 added4 trimmed

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

New: SPOT

Trimmed: AMZN, MKL, TSLA, NFLX

Portfolio

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

TickerIssuer% of portfolioReported priceValueShares
AMZNAMAZON COM INCDECREASED -10.3%18.35%$238.34$66.82M280.4K
BNBROOKFIELD CORP· CL A LTD VT SHUNCHANGED16.29%$42.59$59.32M1.4M
BRK/ABERKSHIRE HATHAWAY INC DEL· CL AUNCHANGED12.95%$748,850.00$47.18M63
MKLMARKEL GROUP INCDECREASED -10.0%10.89%$1,953.01$39.66M20.3K
ISHARES TR· 0-3 MNTH TREASRYUNCHANGED10.59%$100.67$38.56M383.0K
GOOGLALPHABET INC· CAP STK CL AUNCHANGED9.82%$357.37$35.75M100.0K
TSLATESLA INCDECREASED -13.4%5.47%$420.60$19.93M47.4K
NFLXNETFLIX INC.DECREASED -1.3%5.41%$71.40$19.69M275.8K
TRUPTRUPANION INCUNCHANGED5.28%$24.77$19.23M776.5K
SPOTSPOTIFY TECHNOLOGY S A SHSNEW4.96%$459.13$18.08M39.4K
Showing 10 of 10

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — 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 10 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.

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