Greenlea Lane Capital (Josh Tarasoff)
GREENLEA LANE CAPITAL MANAGEMENT, LLC · CIK 0001766504 · WESTON, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$364.2M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Portfolio Composition
Sector Allocation
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Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Pershing Square (Bill Ackman) | 16.7% | AMZN, GOOGL, BN |
| Punch Card Management (Norbert Lou) | 15.4% | BRK-A, SGOV |
| RV Capital (Robert Vinall) | 9.5% | L8681T102, GOOGL |
| Stockbridge Partners | 8.0% | AMZN, GOOGL |
| ValueAct Holdings | 7.7% | AMZN, L8681T102 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.