---
title: Josh Tarasoff (Greenlea Lane Capital Management, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/josh-tarasoff
cik: 0001766504
quarter: 2026-06-30
filed: 2026-08-14
---
# Josh Tarasoff — Greenlea Lane Capital Management, LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 10 positions worth $364.2M. Against the quarter ended Mar 31, 2026: 1 bought, 0 added to, 5 unchanged, 4 reduced, 0 sold. The top five are 69% of the portfolio, the top ten 100%; 4 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| AMZN | AMAZON COM INC | 280,350 | $66.8M | 18.3% | reduced (-10%) |
| BN | BROOKFIELD CORP | 1,392,742 | $59.3M | 16.3% | held (0%) |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 63 | $47.2M | 13.0% | held (0%) |
| MKL | MARKEL GROUP INC | 20,305 | $39.7M | 10.9% | reduced (-10%) |
| SGOV | ISHARES TR | 383,000 | $38.6M | 10.6% | held (0%) |
| GOOGL | ALPHABET INC | 100,035 | $35.7M | 9.8% | held (0%) |
| TSLA | TESLA INC | 47,390 | $19.9M | 5.5% | reduced (-13%) |
| NFLX | NETFLIX INC. | 275,835 | $19.7M | 5.4% | reduced (-1%) |
| TRUP | TRUPANION INC | 776,490 | $19.2M | 5.3% | held (0%) |
| SPOT | SPOTIFY TECHNOLOGY S A | 39,370 | $18.1M | 5.0% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| SPOT | SPOTIFY TECHNOLOGY S A | 39,370 | 0 | bought | +$18.1M | $18.1M |
| AMZN | AMAZON COM INC | 280,350 | 312,530 | reduced (-10%) | −$7.7M | $66.8M |
| MKL | MARKEL GROUP INC | 20,305 | 22,555 | reduced (-10%) | −$4.4M | $39.7M |
| TSLA | TESLA INC | 47,390 | 54,735 | reduced (-13%) | −$3.1M | $19.9M |
| NFLX | NETFLIX INC. | 275,835 | 279,480 | reduced (-1%) | −$260,253 | $19.7M |

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Source: https://sweetvaluelab.com/investors/josh-tarasoff (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.
