Greenlea Lane Capital Management, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 91.12%, top 10 99.99%, top 20 99.99%. The largest names are AMZN (Amazon.com, Inc.) 28.36%, BRK.A (Berkshire Hathaway Inc.) 19.71%, MKL (Markel Group Inc.) 18.81%, GOOGL (Alphabet Inc.) 12.53%, and NFLX (Netflix, Inc.) 11.71%, and the largest sector exposures are Financials 38.52%, Consumer Discretionary 37.23%, and Communication Services 24.24%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The strongest recent period was 2024-06-30 (15.68% strategy return, 9.83% benchmark, 5.86% excess, 22.84% turnover), while the weakest was 2025-03-31 (3.18% strategy return, 9.22% benchmark, -6.04% excess, 11.47% turnover). Those periods should be read alongside baseline metrics of return 12.34%, alpha 0.68%, beta 0.85, Sharpe 0.63, Sortino 0.87, and max drawdown -49.82% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows AMZN unchanged to 28.36%; BRK.A unchanged to 19.71%; MKL unchanged to 18.81%. Combined with top 5 91.12%, top 10 99.99%, top 20 99.99%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.