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Lane Kasselman 13F portfolio summary

Lane Kasselman of GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC has 11 current stock holdings with a reported portfolio value of $1.30B. The portfolio 1 year return is +13.71%. Top holdings include AAPL (23.08%), META (17.41%), COST (17.07%), GOOG (10.22%), AMZN (9.96%).

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Lane Kasselman

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

Lane Kasselman runs GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC and currently holds 11 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $1.30B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Lane Kasselman ranks #32 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is COST (COSTCO WHOLESALE CORPORATION) with returns of +15.55% from their average buy price, held for approximately 52.0 quarters. Over the past year, Lane Kasselman's portfolio at GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC has delivered returns of +13.71%. Their 3-year annualized return is +83.48%. Looking at the 5-year horizon, Lane Kasselman has achieved +67.41% annualized returns at GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.71%
#56/75
3 Year
+83.48%
#32/75
5 Year
+67.41%
#28/75

Portfolio Value

$1.30B

Alpha Score

54.1

#32 of 75

Holdings

11

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change