GLCM
Greenlea Lane Capital Management Portfolio holdings
AUM
$343M
1-Year Est. Return
18.06%
This Fund
S&P 500
1 Year Est. Return
+18.06%
AUM
$343M
AUM Growth
-$309K
(-0.09%)
Holding
8
Top Sells
| 1 | +$7.64M | |
| 2 | +$1.28M | |
| 3 | +$1.03M | |
| 4 |
Brookfield
BN
|
+$678K |
Sector Composition
| 1 | Financials | 61.3% |
| 2 | Consumer Discretionary | 29.46% |
| 3 | Communication Services | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.15T
| $73M | 21.31% |
316,285
-5,610
|
|
||
|
2
Brookfield
BN
$86.4B
| $64.9M | 18.93% |
1,413,462
-14,861
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.02T
| $50.6M | 14.76% |
67
|
|
||
4
Markel Group
MKL
$23.6B
| $49.2M | 14.37% |
22,905
+450
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.29T
| $31.7M | 9.24% |
101,155
-3,615
|
|
||
6
Trupanion
TRUP
$1.12B
| $29M | 8.47% |
776,490
+12,395
|
|
||
7
Tesla
TSLA
$1.32T
| $27.9M | 8.15% |
62,100
-17,235
|
|
||
8
Burford Capital
BUR
$895M
| $16.4M | 4.78% |
1,835,072
|
|