1y return−11.9%S&P 500 +20.9%
3y return+47.2%S&P 500 +68.5%
5y return+1.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $281 against $299 in the S&P 500.2
Greenlea Lane Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $66.8M | 18.3% | −10.3% |
| BNBrookfield Corp | $59.3M | 16.3% | |
| BRK/ABerkshire Hathaway Inc Del | $47.2M | 13.0% | |
| MKLMarkel Group Inc | $39.7M | 10.9% | −10.0% |
| SGOVIshares Tr | $38.6M | 10.6% | |
| GOOGLAlphabet Inc | $35.7M | 9.8% | |
| TSLATesla Inc | $19.9M | 5.5% | −13.4% |
| NFLXNetflix Inc. | $19.7M | 5.4% | −1.3% |
| TRUPTrupanion Inc | $19.2M | 5.3% | |
| Spotify Technology S ACUSIP L8681T102 | $18.1M | 5.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $35.7M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $19.9M |
| AMZNAmazon Com Inc | June 30, 2020 | +72.8% | $66.8M |
| MKLMarkel Group Inc | March 31, 2023 | +52.9% | $39.7M |
| BRK/ABerkshire Hathaway Inc Del | December 31, 2023 | +38.0% | $47.2M |
| BNBrookfield Corp | December 31, 2022 | +35.4% | $59.3M |
| SGOVIshares Tr | March 31, 2026 | +0.0% | $38.6M |
| NFLXNetflix Inc. | March 31, 2026 | −25.7% | $19.7M |
| TRUPTrupanion Inc | June 30, 2020 | −42.0% | $19.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | −13.8% | −4.6% |
| December 31, 2025 | −4.3% | +2.4% |
| September 30, 2025 | +1.8% | +7.8% |
| June 30, 2025 | +14.2% | +10.5% |
| March 31, 2025 | −9.0% | −4.6% |
| December 31, 2024 | +12.7% | +2.1% |
| September 30, 2024 | +10.4% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +16.0% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +15.2% | +8.3% |
| March 31, 2023 | +26.3% | +7.0% |
| December 31, 2022 | −13.6% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −33.3% | −16.5% |
| March 31, 2022 | −18.6% | −4.9% |
| December 31, 2021 | +6.4% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenlea Lane Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766504&type=13F-HR&dateb=&owner=include&count=40CIK 1766504
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1766504/000142050626001649/Filed August 14, 2026 · accession 0001420506-26-001649