Josh Tarasoff - Greenlea Lane Capital

Superinvestor profile · Rank #137 by reported 13F value (2026 Q2 filers) · CIK 0001766504 · All profiles
Founded 2006Weston, Connecticut, U.S.Concentrated long-only value, very small portfolio of high-conviction stocksKey person: Josh Tarasoff (founder and general partner)
Reported 13F value
$364M
Period 2026-06-30 · Filed 2026-08-14
Positions
10
Top 10 = 100.0% of value
Clone CAGR (full window)
+13.7%
2019-02-14 → 2026-10-02 · cumulative +166%
SPY CAGR (same window)
+16.2%
Cumulative +214%
Max drawdown (monthly)
-57%
Month-end values, approximate
Latest-quarter activity
1 new · 0 exited
0 increased · 4 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)

Clone performance

2019 2026 — 13F clone — S&P 500 (SPY)
WindowClone CAGRNote
Full window (2019-02-14 → 2026-10-02, 31 filings)+13.70%Cumulative +166.4% vs SPY +214.3%
Trailing 10Y—
Trailing 5Y+1.91%
Trailing 3Y+15.33%
Trailing 1Y-8.52%

Top holdings — 2026 Q2 filing

TickerCompanyWeightReported value
AMZNAmazon Com Inc18.35%$67M
BNBrookfield Corp16.29%$59M
BRK.ABerkshire Hathaway Inc Del12.95%$47M
MKLMarkel Group Inc10.89%$40M
SGOVIshares Tr10.59%$39M
GOOGLAlphabet Inc9.82%$36M
TSLATesla Inc5.47%$20M
NFLXNetflix Inc.5.41%$20M
TRUPTrupanion Inc5.28%$19M
SPOTSpotify Technology S A4.96%$18M

As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.

Filing history in this profile

Every clone input traces to one of these SEC filings. 95.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.

QuarterSEC accession no.FiledDisclosed CUSIPs
2026Q20001420506-26-0016492026-08-1410
2026Q10001420506-26-0008872026-05-119
2025Q40001420506-26-0004602026-02-178
2025Q30001420506-25-0032442025-11-148
2025Q20001420506-25-0021872025-08-148
2025Q10001420506-25-0010122025-05-138
2024Q40001420506-25-0004742025-02-148
2024Q30001420506-24-0024392024-11-149
2024Q20001420506-24-0014992024-08-149
2024Q10001420506-24-0009062024-05-1510
2023Q40001420506-24-0003372024-02-1410
2023Q30001420506-23-0020822023-11-149
2023Q20001420506-23-0015382023-08-1410
2023Q10001420506-23-0010482023-05-1512
2022Q40001420506-23-0005112023-02-1411
2022Q30001420506-22-0020832022-11-1410
2022Q20001420506-22-0016342022-08-1510
2022Q10001420506-22-0009582022-05-1611
2021Q40001420506-22-0003332022-02-149
2021Q30001420506-21-0015842021-11-159
2021Q20001420506-21-0011792021-08-1611
2021Q10001420506-21-0008072021-05-219
2020Q40001387131-21-0024242021-02-169
2020Q30001387131-20-0099422020-11-1610
2020Q20001387131-20-0074602020-08-149
2020Q10001387131-20-0048022020-05-159
2019Q40001387131-20-0016032020-02-1411
2019Q30001387131-19-0086752019-11-1411
2019Q20001387131-19-0060542019-08-149
2019Q10001387131-19-0036412019-05-159
2018Q40001387131-19-0011782019-02-148

Background (founded / HQ / style) source: https://www.greenlealane.com/_files/ugd/25304a_232d5704ad8c4c3ab3ebe8edbe2ac7f0.pdf — MIT Investment Management Company interview hosted on the firm's own site: Tarasoff, founder of Greenlea Lane Capital based in Connecticut, launched in 2006 with $2.3 million, no employees and no office, and remains the only investment professional with no formal office; he operates out of Weston, Connecticut.