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Josh Tarasoff’s portfolio, Q2 2026

Greenlea Lane Capital Management · 13F for Q2 2026, filed August 14, 2026

10holdings in the 13F
$364.2Mreported value
0cannibal stocks

The portfolio

Every other position in the Q2 2026 13F, largest first. A ticker is shown where the filing’s issuer name matches exactly one SEC listing; otherwise the issuer name and CUSIP are shown as filed.

HoldingValuePortfoliovs Q1 2026
Amazon ComAMZN$66.8M18.3%reduced
BrookfieldCUSIP 11271J107$59.3M16.3%unchanged
Berkshire HathawayCUSIP 084670108$47.2M13.0%unchanged
Markel GroupMKL$39.7M10.9%reduced
Ishares TrCUSIP 46436E718$38.6M10.6%unchanged
AlphabetCUSIP 02079K305$35.7M9.8%unchanged
TeslaTSLA$19.9M5.5%reduced
NetflixNFLX$19.7M5.4%reduced
TrupanionTRUP$19.2M5.3%unchanged
Spotify Technology S ASPOT$18.1M5.0%new

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

What does Josh Tarasoff own?

In the Q2 2026 13F, filed August 14, 2026, Greenlea Lane Capital Management reported 10 holdings worth $364.2M. The largest were Amazon Com (18.3%), Brookfield (16.3%), Berkshire Hathaway (13.0%), Markel Group (10.9%) and Ishares Tr (10.6%). None of them is on the Buyback Radar list.

What did Josh Tarasoff buy and sell in Q2 2026?

Against the Q1 2026 13F, measured by shares held. New positions: Spotify Technology S A. Reduced: Amazon Com, Markel Group, Tesla and Netflix.

Where does this data come from?

From Greenlea Lane Capital Management's 13F filings with the SEC, the last eight quarters, amendments applied. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

Josh Tarasoff’s moves in companies like these are covered on Cannibal Stocks.

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