GLCM
Greenlea Lane Capital Management Portfolio holdings
AUM
$355M
1-Year Est. Return
40.58%
1 Year Est. Return
+40.58%
AUM
$355M
AUM Growth
+$66M
(+23%)
Holding
8
Sector Composition
| 1 | Financials | 67.68% |
| 2 | Consumer Discretionary | 27.13% |
| 3 | Communication Services | 5.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.61T
| $71.2M | 20.04% |
324,640
|
|
||
2
Brookfield
BN
$103B
| $58.9M | 16.57% |
952,215
-15,210
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.03T
| $48.8M | 13.74% |
67
|
|
||
4
Burford Capital
BUR
$2.18B
| $45.7M | 12.86% |
3,362,322
+2,571,917
|
|
||
5
Markel Group
MKL
$24.9B
| $44.9M | 12.62% |
22,455
|
|
||
6
Trupanion
TRUP
$1.72B
| $42.3M | 11.9% |
764,095
-143,740
|
|
||
7
Tesla
TSLA
$1.52T
| $25.2M | 7.09% |
79,335
-1,725
|
|
||
8
Alphabet (Google) Class A
GOOGL
$3.39T
| $18.5M | 5.19% |
104,770
|
|