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Josh Tarasoff - Greenlea Lane Capital Holdings – 2025 Q3

Explore the latest portfolio disclosure for Josh Tarasoff - Greenlea Lane Capital, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Josh Tarasoff - Greenlea Lane Capital maintains its largest exposure in Finance, which represents approximately 32.99% of the portfolio. This sector forms the core of Josh Tarasoff - Greenlea Lane Capital's investment stance during this reporting period.

Additional major allocations include Consumer Discretionary (about 20.61%) and Real Estate (approximately 19.04%), reflecting how Josh Tarasoff - Greenlea Lane Capital diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Josh Tarasoff - Greenlea Lane Capital's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Finance
33.0%
Consumer Discretionary
20.6%
Real Estate
19.0%
Industrials
10.3%
Health Care
9.6%
Technology
7.4%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
AMZN 321,895 $219.57 Reduced -0.85% 20.61% $70.68M 2025 Q3
BN 1,428,322 $45.72 Buy 100.00% 19.04% $65.3M 2025 Q3
BRK.A 67 $754194.03 No Change No Change 14.73% $50.53M 2025 Q3
MKL 22,455 $1911.38 No Change No Change 12.51% $42.92M 2025 Q3
TSLA 79,335 $444.72 No Change No Change 10.29% $35.28M 2025 Q3
TRUP 764,095 $43.28 No Change No Change 9.64% $33.07M 2025 Q3
GOOGL 104,770 $243.1 No Change No Change 7.43% $25.47M 2025 Q3
BUR 1,835,072 $10.74 Reduced -45.42% 5.75% $19.71M 2025 Q3
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