GREENLEA LANE CAPITAL MANAGEMENT, LLC
•CIK: 1766504•Filing: Q4 2025
GREENLEA LANE CAPITAL MANAGEMENT, LLC manages $343M across a concentrated portfolio of eight positions. The fund exhibits significant exposure to mega-cap technology and industrials, with top holdings including AMZN at $73.0M and BN at $64.9M. Further substantial allocations are directed toward BRK/A ($50.6M) and MKL ($49.2M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$342.7M
QoQ Performance
-0.1%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
BN
BRK/A
MKL
GOOGL
TRUP
TSLA
AMZN21.3%
BN18.9%
BRK/A14.8%
MKL14.4%
GOOGL9.2%
TRUP8.5%
TSLA8.2%
BUR4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial33.7%
Consumer29.5%
Other27.6%
Technology9.2%
Changes from Q3 2025
↑3 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023