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Portfolio (Quarterly) Guide ↗

Greenlea Lane Capital

· CIK 0001766504
13F Portfolio $344M AUM 9 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 2 New 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 383,000.0 $38.6M 11.20% NEW $100.66 -0.1%
2 NFLX NETFLIX INC. Communication Services 279,480.0 $26.9M 7.80% NEW $96.15 -9.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.8%
Consumer Cyclical 32.8%
Communication Services 21.4%