# Josh Tarasoff — Greenlea Lane Capital

Portfolio USD 364,214,000 · 10 positions · 2026 Q2 · history from 2018 Q4.
Source: quarterly 13F filings via dataroma.com. Page: https://gigainvestors.com/GLC

## Positions (2026 Q2)

| Ticker | Company | % of portfolio | Value | This quarter | Holders |
|---|---|---:|---:|---|---:|
| AMZN | Amazon.com Inc. | 18% | USD 66,819,000 | -10.3% |  |
| BN | Brookfield Corp. | 16% | USD 59,317,000 | hold |  |
| BRK.A | Berkshire Hathaway CL A | 13% | USD 47,178,000 | hold |  |
| MKL | Markel Group Inc. | 11% | USD 39,656,000 | -9.98% |  |
| SGOV | Ishares 0 3 Month Treasury B | 11% | USD 38,557,000 | hold |  |
| GOOGL | Alphabet Inc. | 9.8% | USD 35,750,000 | hold |  |
| TSLA | Tesla Inc. | 5.5% | USD 19,932,000 | -13.42% |  |
| NFLX | Netflix Inc. | 5.4% | USD 19,695,000 | -1.3% |  |
| TRUP | Trupanion Inc. | 5.3% | USD 19,234,000 | hold |  |
| SPOT | Spotify Technology S.A. | 5.0% | USD 18,076,000 | new |  |

## Moves this quarter (5)

- AMZN Amazon.com Inc.: -10.3% (USD 66,819,000)
- MKL Markel Group Inc.: -9.98% (USD 39,656,000)
- TSLA Tesla Inc.: -13.42% (USD 19,932,000)
- NFLX Netflix Inc.: -1.3% (USD 19,695,000)
- SPOT Spotify Technology S.A.: new (USD 18,076,000)

## Portfolio value by quarter

- 2018 Q4: USD 102,766,926 (8 positions)
- 2019 Q1: USD 168,137,453 (9 positions)
- 2019 Q2: USD 181,794,727 (9 positions)
- 2019 Q3: USD 168,120,833 (10 positions)
- 2019 Q4: USD 194,743,784 (10 positions)
- 2020 Q1: USD 152,308,285 (9 positions)
- 2020 Q2: USD 209,348,133 (9 positions)
- 2020 Q3: USD 259,932,339 (10 positions)
- 2020 Q4: USD 267,124,927 (9 positions)
- 2021 Q1: USD 238,602,415 (9 positions)
- 2021 Q2: USD 333,104,811 (11 positions)
- 2021 Q3: USD 305,937,293 (9 positions)
- 2021 Q4: USD 308,202,537 (9 positions)
- 2022 Q1: USD 358,912,528 (11 positions)
- 2022 Q2: USD 251,156,871 (10 positions)
- 2022 Q3: USD 274,923,116 (10 positions)
- 2022 Q4: USD 210,098,908 (11 positions)
- 2023 Q1: USD 250,548,993 (12 positions)
- 2023 Q2: USD 274,207,601 (10 positions)
- 2023 Q3: USD 279,152,944 (9 positions)
- 2023 Q4: USD 322,914,295 (10 positions)
- 2024 Q1: USD 353,097,969 (10 positions)
- 2024 Q2: USD 366,341,696 (9 positions)
- 2024 Q3: USD 329,501,273 (9 positions)
- 2024 Q4: USD 331,656,629 (8 positions)
- 2025 Q1: USD 289,433,039 (8 positions)
- 2025 Q2: USD 355,448,869 (8 positions)
- 2025 Q3: USD 342,962,558 (8 positions)
- 2025 Q4: USD 342,620,396 (8 positions)
- 2026 Q1: USD 344,260,032 (9 positions)
- 2026 Q2: USD 364,214,000 (10 positions)