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Greenlea Lane Capital Josh Tarasoff
In Q2 2026, Greenlea Lane Capital held 10 US-listed stocks worth $364m. Its biggest move was buying Spotify Technology (now 5.0% of the portfolio), followed by cutting Netflix (1% fewer shares, now 5.4%). It started 1 new position and sold out of 0. Its largest holding is Amazon.com at 18%.
Source: SEC Form 13F for Q2 2026, filed 14 Aug 2026. How we use them
Changes Holdings Over time Look-through Sectors Value What changed in Q2 2026 Against Q1 2026, by number of shares and adjusted for splits. Up to five of each, largest first; the full list is below.
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US holdings from the 13F Q2 2026, filed 14 Aug 2026 (filing ): 1 new, 0 added to, 4 trimmed, 0 sold out. Select a row to see it over time. How this works Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter Company Value Shares Portfolio Change Q1 2026 Amazon.com AMZN $66.8m 280,350 18.4%$66.8m ▼ Trimmed -10%18.9% Brookfield BN $59.3m 1,392,742 16.3%$59.3m 16.4% Berkshire Hathaway BRK.B $47.2m 63 12.9%$47.2m 13.1% Markel Group MKL $39.7m 20,305 10.9%$39.7m ▼ Trimmed -10%12.5% Ishares Tr SGOV $38.6m 383,000 10.6%$38.6m 11.2% Alphabet GOOG $35.7m 100,035 9.8%$35.7m 8.4% Tesla TSLA $19.9m 47,390 5.5%$19.9m ▼ Trimmed -13%5.9% Netflix NFLX $19.7m 275,835 5.4%$19.7m ▼ Trimmed -1.3%7.8% Trupanion TRUP $19.2m 776,490 5.3%$19.2m 5.8% Spotify Technology SPOT $18.1m 39,370 5.0%$18.1m ▲ New–
Download the Q2 2026 holdings: CSV · JSON · Markdown
How the portfolio has changed Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions. How this works Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2018 · Amazon.com: 18.1% 2018 · Brookfield: 20.6% 2018 · Trupanion: 12.3% 2018 · Everything else: 49.1% 2019 · Amazon.com: 12.9% 2019 · Brookfield: 19.9% 2019 · Trupanion: 14.8% 2019 · Alphabet: 8.4% 2019 · Everything else: 43.9% 2020 · Amazon.com: 8.9% 2020 · Brookfield: 15.7% 2020 · Trupanion: 18.3% 2020 · Alphabet: 8.7% 2020 · Everything else: 48.4% 2021 · Amazon.com: 10.7% 2021 · Brookfield: 17.9% 2021 · Trupanion: 10.4% 2021 · Alphabet: 8.8% 2021 · Everything else: 52.1% 2022 · Amazon.com: 22.2% 2022 · Brookfield: 14.1% 2022 · Trupanion: 2.0% 2022 · Alphabet: 11.9% 2022 · Everything else: 49.7% 2023 · Amazon.com: 22.8% 2023 · Brookfield: 20.1% 2023 · Trupanion: 2.8% 2023 · Berkshire Hathaway: 11.9% 2023 · Markel Group: 9.7% 2023 · Alphabet: 6.0% 2023 · Everything else: 26.6% Q3 ’24 · Amazon.com: 21.2% Q3 ’24 · Brookfield: 16.7% Q3 ’24 · Trupanion: 13.9% Q3 ’24 · Berkshire Hathaway: 14.9% Q3 ’24 · Markel Group: 10.7% Q3 ’24 · Alphabet: 5.6% Q3 ’24 · Everything else: 17.1% Q4 ’24 · Amazon.com: 23.8% Q4 ’24 · Brookfield: 17.2% Q4 ’24 · Trupanion: 13.6% Q4 ’24 · Berkshire Hathaway: 14.4% Q4 ’24 · Markel Group: 11.3% Q4 ’24 · Alphabet: 6.2% Q4 ’24 · Everything else: 13.6% Q1 ’25 · Amazon.com: 21.3% Q1 ’25 · Brookfield: 17.5% Q1 ’25 · Trupanion: 11.7% Q1 ’25 · Berkshire Hathaway: 18.5% Q1 ’25 · Markel Group: 14.5% Q1 ’25 · Alphabet: 5.6% Q1 ’25 · Everything else: 10.9% Q2 ’25 · Amazon.com: 20.0% Q2 ’25 · Brookfield: 16.6% Q2 ’25 · Trupanion: 11.9% Q2 ’25 · Berkshire Hathaway: 13.7% Q2 ’25 · Markel Group: 12.6% Q2 ’25 · Alphabet: 5.2% Q2 ’25 · Everything else: 19.9% Q3 ’25 · Amazon.com: 20.6% Q3 ’25 · Brookfield: 19.0% Q3 ’25 · Trupanion: 9.6% Q3 ’25 · Berkshire Hathaway: 14.7% Q3 ’25 · Markel Group: 12.5% Q3 ’25 · Alphabet: 7.4% Q3 ’25 · Everything else: 16.0% Q4 ’25 · Amazon.com: 21.3% Q4 ’25 · Brookfield: 18.9% Q4 ’25 · Trupanion: 8.5% Q4 ’25 · Berkshire Hathaway: 14.8% Q4 ’25 · Markel Group: 14.4% Q4 ’25 · Alphabet: 9.2% Q4 ’25 · Everything else: 12.9% Q1 ’26 · Amazon.com: 18.9% Q1 ’26 · Brookfield: 16.4% Q1 ’26 · Trupanion: 5.8% Q1 ’26 · Berkshire Hathaway: 13.1% Q1 ’26 · Markel Group: 12.5% Q1 ’26 · Alphabet: 8.4% Q1 ’26 · Everything else: 24.9% Q2 ’26 · Amazon.com: 18.4% Q2 ’26 · Brookfield: 16.3% Q2 ’26 · Trupanion: 5.3% Q2 ’26 · Berkshire Hathaway: 12.9% Q2 ’26 · Markel Group: 10.9% Q2 ’26 · Alphabet: 9.8% Q2 ’26 · Everything else: 26.4%
2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26
2018: Amazon.com 18.1%, Brookfield 20.6%, Trupanion 12.3%, Berkshire Hathaway 0.0%, Markel Group 0.0%, Alphabet 0.0%; 2019: Amazon.com 12.9%, Brookfield 19.9%, Trupanion 14.8%, Berkshire Hathaway 0.0%, Markel Group 0.0%, Alphabet 8.4%; 2020: Amazon.com 8.9%, Brookfield 15.7%, Trupanion 18.3%, Berkshire Hathaway 0.0%, Markel Group 0.0%, Alphabet 8.7%; 2021: Amazon.com 10.7%, Brookfield 17.9%, Trupanion 10.4%, Berkshire Hathaway 0.0%, Markel Group 0.0%, Alphabet 8.8%; 2022: Amazon.com 22.2%, Brookfield 14.1%, Trupanion 2.0%, Berkshire Hathaway 0.0%, Markel Group 0.0%, Alphabet 11.9%; 2023: Amazon.com 22.8%, Brookfield 20.1%, Trupanion 2.8%, Berkshire Hathaway 11.9%, Markel Group 9.7%, Alphabet 6.0%; Q3 ’24: Amazon.com 21.2%, Brookfield 16.7%, Trupanion 13.9%, Berkshire Hathaway 14.9%, Markel Group 10.7%, Alphabet 5.6%; Q4 ’24: Amazon.com 23.8%, Brookfield 17.2%, Trupanion 13.6%, Berkshire Hathaway 14.4%, Markel Group 11.3%, Alphabet 6.2%; Q1 ’25: Amazon.com 21.3%, Brookfield 17.5%, Trupanion 11.7%, Berkshire Hathaway 18.5%, Markel Group 14.5%, Alphabet 5.6%; Q2 ’25: Amazon.com 20.0%, Brookfield 16.6%, Trupanion 11.9%, Berkshire Hathaway 13.7%, Markel Group 12.6%, Alphabet 5.2%; Q3 ’25: Amazon.com 20.6%, Brookfield 19.0%, Trupanion 9.6%, Berkshire Hathaway 14.7%, Markel Group 12.5%, Alphabet 7.4%; Q4 ’25: Amazon.com 21.3%, Brookfield 18.9%, Trupanion 8.5%, Berkshire Hathaway 14.8%, Markel Group 14.4%, Alphabet 9.2%; Q1 ’26: Amazon.com 18.9%, Brookfield 16.4%, Trupanion 5.8%, Berkshire Hathaway 13.1%, Markel Group 12.5%, Alphabet 8.4%; Q2 ’26: Amazon.com 18.4%, Brookfield 16.3%, Trupanion 5.3%, Berkshire Hathaway 12.9%, Markel Group 10.9%, Alphabet 9.8% ▶ Play Q2 2026
Amazon.com 18.4% Brookfield 16.3% Berkshire Hathaway 12.9% Markel Group 10.9% Ishares Tr 10.6% Alphabet 9.8% Tesla 5.5% Netflix 5.4% Trupanion 5.3% Spotify Technology 5.0% Q4 2018 Q2 2026
Look-through earnings Greenlea Lane Capital’s share of the profits of the US companies it holds. How this works Look-through earnings, Q2 2026
$10.5m
Last 12 months, holdings with SEC financials
Price paid for those earnings
19.2×
Value of those holdings ÷ their earnings
Earnings per share growth
+44.4%
Same holdings, against a year earlier
Portfolio covered
55%
Of the 13F value
By year Rolling 12 months
Q2 2019: $234k Q3 2019: $321k Q4 2019: $389k Q1 2020: $254k Q2 2020: $815k Q3 2020: $544k Q4 2020: $137k Q1 2021: $185k Q2 2021: $137k Q3 2021: $180k Q2 2022: $138k Q3 2022: $432k Q4 2022: $272k Q1 2023: $887k Q2 2023: $2.0m Q3 2023: $1.2m Q4 2023: $2.2m Q1 2024: $2.6m Q2 2024: $1.4m Q3 2024: $2.6m Q4 2024: $1.9m Q1 2025: $1.1m Q2 2025: $3.5m Q3 2025: $2.2m Q4 2025: $1.8m Q1 2026: $1.4m Q2 2026: $4.8m $855k 2019
$1.8m 2020
−$525k 2021
$36k 2022
$6.4m 2023
$8.5m 2024
$8.6m 2025
$6.2m 2026*
2019: $855k; 2020: $1.8m; 2021: −$525k; 2022: $36k; 2023: $6.4m; 2024: $8.5m; 2025: $8.6m; 2026 (2 quarters): $6.2m
Holdings behind Q2 2026 (latest) Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021
Look-through earnings by holding, Q2 2026 Company Owns Company profit Their share, 12 months That quarter▼ EPS growth Markel Group MKL 0.2% $2.3bn $3.7m $1.9m +3.4% Amazon.com AMZN 0.00% $135bn $3.5m $1.6m +89.8% Alphabet GOOG 0.00% $244bn $2.0m $912k +109.4% Netflix NFLX 0.01% $14bn $884k $220k +35.9% Trupanion TRUP 1.8% $23.2m $411k $121k +108.4% Tesla TSLA 0.00% $3.9bn $52k $15k -34.7%
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained . Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
US holdings by sector Insurance 23.8% Consumer discretionary 23.8% Communication and media 20.2% Real estate 16.3% Health care 5.3% Not classified 10.6% Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.
US portfolio value by quarter $279m Q3 ’23
$323m Q4 ’23
$353m Q1 ’24
$366m Q2 ’24
$330m Q3 ’24
$332m Q4 ’24
$289m Q1 ’25
$355m Q2 ’25
$343m Q3 ’25
$343m Q4 ’25
$344m Q1 ’26
$364m Q2 ’26
Q3 ’23: $279m; Q4 ’23: $323m; Q1 ’24: $353m; Q2 ’24: $366m; Q3 ’24: $330m; Q4 ’24: $332m; Q1 ’25: $289m; Q2 ’25: $355m; Q3 ’25: $343m; Q4 ’25: $343m; Q1 ’26: $344m; Q2 ’26: $364m From each quarter’s 13F. Changes reflect both trading and share-price moves.