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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
+3.34%
1 Year Est. Return
+5.09%
3 Year Est. Return
+99.73%
5 Year Est. Return
+55.5%
10 Year Est. Return
–
AUM
$343M
AUM Growth
-$309K
Cap. Flow
-$9.24M
Cap. Flow %
-2.7%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
MKL icon
Markel Group
MKL
+$912K
2
TRUP icon
Trupanion
TRUP
+$487K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$7.64M
2
AMZN icon
Amazon
AMZN
+$1.28M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
4
BN icon
Brookfield
BN
+$678K

Sector Composition

Rank Sector Weight
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
AMZN icon
1
Amazon
AMZN
$2.79T
$73M 21.31%
316,285
-5,610
-2% -$1.28M
BN icon
2
Brookfield
BN
$93.1B
$64.9M 18.93%
1,413,462
-14,861
-1% -$678K
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.06T
$50.6M 14.76%
67
– –
MKL icon
4
Markel Group
MKL
$22.2B
$49.2M 14.37%
22,905
+450
+2% +$912K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.22T
$31.7M 9.24%
101,155
-3,615
-3% -$1.03M
TRUP icon
6
Trupanion
TRUP
$1.36B
$29M 8.47%
776,490
+12,395
+2% +$487K
TSLA icon
7
Tesla
TSLA
$1.43T
$27.9M 8.15%
62,100
-17,235
-22% -$7.64M
BUR icon
8
Burford Capital
BUR
$946M
$16.4M 4.78%
1,835,072
– –

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Josh Tarasoff's Q4 2025 Portfolio in Review

As of Q4 2025, Josh Tarasoff held 8 positions worth $343M, down 0.09% from $343M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Josh Tarasoff opened no new positions and made no exits, leaving the 8-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 61% of assets, down from 62% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Josh Tarasoff added most to Markel Group in Q4 2025, an estimated $912K increase.
  • Josh Tarasoff's biggest Q4 2025 reduction was Tesla, cutting an estimated $7.64M.
  • Josh Tarasoff's ten largest holdings make up 100% of its $343M portfolio in Q4 2025.
  • Josh Tarasoff opened 0 new positions and closed 0 in Q4 2025.
  • Josh Tarasoff's portfolio value fell 0.09% quarter-over-quarter to $343M.

Based on Greenlea Lane Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.