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JT

Josh Tarasoff Greenlea Lane Capital Management

AUM $364M
1-Year Est. Return 5.09%
 

Josh Tarasoff is the founder of Greenlea Lane Capital Management, a concentrated investment firm in the quality-compounder tradition. The portfolio typically includes a small number of businesses selected for long-term ownership rather than trading. Tarasoff’s writings attract investors interested in philosophy-driven concentration and business analysis.

This Fund
S&P 500
This Quarter Est. Return
-6.12%
1 Year Est. Return
+5.09%
3 Year Est. Return
+99.73%
5 Year Est. Return
+55.5%
10 Year Est. Return
–
AUM
$289M
AUM Growth
-$42.2M
Cap. Flow
-$13.8M
Cap. Flow %
-4.76%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
1
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
MKL icon
Markel Group
MKL
+$1.35M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.69M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.19M
3
BN icon
Brookfield
BN
+$1.56M
4
BUR icon
Burford Capital
BUR
+$1.32M
5
TRUP icon
Trupanion
TRUP
+$1.07M

Sector Composition

Rank Sector Weight
1 Financials 65.8%
2 Consumer Discretionary 28.6%
3 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.79T
$61.8M 21.34%
324,640
-35,425
-10% -$7.69M
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$53.5M 18.48%
67
-3
-4% -$2.19M
BN icon
3
Brookfield
BN
$93.1B
$50.7M 17.52%
1,451,138
-41,205
-3% -$1.56M
MKL icon
4
Markel Group
MKL
$22.2B
$42M 14.51%
22,455
+735
+3% +$1.35M
TRUP icon
5
Trupanion
TRUP
$1.36B
$33.8M 11.69%
907,835
-25,820
-3% -$1.07M
TSLA icon
6
Tesla
TSLA
$1.43T
$21M 7.26%
81,060
-2,310
-3% -$770K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$16.2M 5.6%
104,770
-3,000
-3% -$544K
BUR icon
8
Burford Capital
BUR
$946M
$10.4M 3.61%
790,405
-94,000
-11% -$1.32M

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Josh Tarasoff's Q1 2025 Portfolio in Review

As of Q1 2025, Josh Tarasoff held 8 positions worth $289M, down 13% from $332M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Josh Tarasoff withdrew a net $13.8M in Q1 2025, reducing 7 holdings. Its largest reduction was Amazon, cutting an estimated $7.69M.

By sector, the portfolio is most concentrated in Financials at 66% of assets, up from 60% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Josh Tarasoff added an estimated $1.35M to Markel Group.

  • Josh Tarasoff added most to Markel Group in Q1 2025, an estimated $1.35M increase.
  • Josh Tarasoff's biggest Q1 2025 reduction was Amazon, cutting an estimated $7.69M.
  • Josh Tarasoff's ten largest holdings make up 100% of its $289M portfolio in Q1 2025.
  • Josh Tarasoff opened 0 new positions and closed 0 in Q1 2025.
  • Josh Tarasoff's portfolio value fell 13% quarter-over-quarter to $289M.

Based on Greenlea Lane Capital Management's 13F filing for Q1 2025, filed 13 May 2025.