BAM β€” Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh

Ownership history in BRUNI J V & CO /CO  Β·  63 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh (BAM) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.0% in 2024 Q3. The latest visible filing shows BAM at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BAM was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRUNI J V & CO /CO held BAM β€” position size vs. price
% of Fund (quarterly)    BAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 276,057 -3,889 -1.4% 1.42% $14.5M 2026-02-14 (Est.) $52.11
2025 Q3 REDUCED 279,946 -4,735 -1.7% 1.61% $15.9M 2025-11-10 $52.51
2025 Q2 REDUCED 284,681 -3,284 -1.1% 1.66% $15.7M 2025-08-06 $61.31
2025 Q1 REDUCED 287,965 -5,480 -1.9% 1.62% $14.0M 2025-05-12 $55.55
2024 Q4 REDUCED 293,445 -86,095 -22.7% 1.80% $15.9M 2025-02-05 $55.35
2024 Q3 REDUCED 379,540 -5,791 -1.5% 2.00% $17.9M 2024-11-07 $53.28
2024 Q2 REDUCED 385,331 -761 -0.2% 1.83% $14.7M 2024-08-05 $37.17
2024 Q1 REDUCED 386,092 -1,542 -0.4% 1.93% $16.2M 2024-05-07 $37.19
2023 Q4 ADDED 387,634 +1,695 +0.4% 1.93% $15.6M 2024-02-05 $36.77
54 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BAM

As of 2026 Q1 β€” sorted by position size

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FAQ About BRUNI J V & CO /CO and BAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRUNI J V & CO /CO reported owning BAM?

BRUNI J V & CO /CO reported BAM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAM position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for BAM was 2.00% in 2024 Q3.

What is the latest reported BAM position on this page?

The most recent filing on this page is 2025 Q4, when BRUNI J V & CO /CO reported 276,057 shares, equal to 1.42% of portfolio, with an estimated market value of $14.5M.

What does the chart on this BAM ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly BAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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