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Portfolio (Quarterly) Guide ↗

GREENLEA LANE CAPITAL MANAGEMENT, LLC

· CIK 0001766504
13F Portfolio $364M AUM 10 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 Q3 2025 · All 1 New 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 280,350.0 $66.8M 18.35% -32K -10.3% $238.34 +11.8%
2 MKL MARKEL GROUP INC Financial Services 20,305.0 $39.7M 10.89% -2K -10.0% $1953.01 -6.9%
3 TSLA TESLA INC Consumer Cyclical 47,390.0 $19.9M 5.47% -7K -13.4% $420.60 -17.1%
4 NFLX NETFLIX INC. Communication Services 275,835.0 $19.7M 5.41% -4K -1.3% $71.40 +14.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.4%
Consumer Cyclical 31.2%
Communication Services 26.4%