Latticework
Josh Tarasoff

Josh Tarasoff's 2024Q4 portfolio

Josh Tarasoff (Greenlea Lane Capital) held 7 positions as of Dec 31, 2024, with the largest position at 23.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (7)

  1. 1AMZNAmazon.com Inc
    % port
    23.8%
    +2.7pp vs prior Qnow 18.9%
  2. 2BNBrookfield Corp
    % port
    17.2%
    +0.5pp vs prior Qnow 16.4%
  3. 3BRK/ABerkshire Hathaway Inc-cl A
    % port
    14.4%
    -0.5pp vs prior Qnow 13.1%
  4. 4TRUPTrupanion Inc
    % port
    13.6%
    -0.3pp vs prior Qnow 5.8%
  5. 5MKLMarkel Group Inc
    % port
    11.3%
    +0.6pp vs prior Qnow 12.5%
  6. 6TSLATesla Inc
    % port
    10.2%
    +2.4pp vs prior Qnow 5.9%
  7. 7GOOGLAlphabet Inc-cl A
    % port
    6.2%
    +0.5pp vs prior Qnow 8.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.