Ownership history in BROOKFIELD Corp /ON/ Β· 38 quarters on record
This page tracks every 13F SEC filing in which BROOKFIELD Corp /ON/ reported a position in BROOKFIELD BUSINESS PARTNERS LP (BBU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BROOKFIELD Corp /ON/ outperformed the S&P 500 by +2.3% annually on this BBU position. Timing score: 55% (6/11 decisions correct). Average cost basis: $18.49. Maximum drawdown during holding period: β49.5%.
β
Outperformed SPY on this position by 2.3% ann.
37 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $11.28 (2016 Q2) Β· Worst: $28.13 (2021 Q3)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 3 trims. Bought during 3 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size