BAM — Brookfield Asset Mgmt

Ownership history in CHECK CAPITAL MANAGEMENT INC/CA  ·  33 quarters on record

AI Ownership Summary

CHECK CAPITAL MANAGEMENT INC/CA reported Brookfield Asset Mgmt (BAM) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows BAM at 0.02% 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 CHECK CAPITAL MANAGEMENT INC/CA's position in Brookfield Asset Mgmt, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

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.

BAM stock page CHECK CAPITAL MANAGEMENT INC/CA fund profile CHECK CAPITAL MANAGEMENT INC/CA full holdings
How CHECK CAPITAL MANAGEMENT INC/CA held BAM — position size vs. price
% of Fund (quarterly)    BAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,786 +1,200 +10.4% 0.02% $670K 2026-02-14 (Est.) $52.11
2025 Q3 UNCHANGED 11,586 — 0% 0.02% $660K 2025-11-06 $52.28
2025 Q2 UNCHANGED 11,586 — 0% 0.02% $640K 2025-07-25 $61.40
2025 Q1 ADDED 11,586 +50 +0.4% 0.02% $561K 2025-05-02 $52.93
2024 Q4 REDUCED 11,536 -41,000 -78.0% 0.02% $625K 2025-01-30 $58.30
2024 Q3 REDUCED 52,536 -973 -1.8% 0.08% $2.5M 2024-11-06 $54.27
2024 Q2 REDUCED 53,509 -274 -0.5% 0.07% $2.0M 2024-07-25 $39.13
2024 Q1 REDUCED 53,783 -187 -0.3% 0.07% $2.3M 2024-04-19 $35.82
2023 Q4 REDUCED 53,970 -2,152 -3.8% 0.08% $2.2M 2024-01-31 $37.22
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAM

As of 2026 Q1 — sorted by position size

Blue Zone Wealth Advisors, LLC 3Y 1.75% JCIC Asset Management Inc. 3Y 7Y 1.09% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 1.04% Baskin Financial Services Inc. 3Y 7Y 0.95% Ervin Investment Management, LLC 3Y 0.86% DAVENPORT & Co LLC 3Y 7Y 0.82% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 0.8% Midway Capital Research & Management 0.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.48% Addenda Capital Inc. 3Y 7Y 0.44%

FAQ About CHECK CAPITAL MANAGEMENT INC/CA and BAM

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

How long has CHECK CAPITAL MANAGEMENT INC/CA reported owning BAM?

CHECK CAPITAL MANAGEMENT INC/CA reported BAM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAM position in CHECK CAPITAL MANAGEMENT INC/CA's portfolio?

The largest reported portfolio weight for BAM was 0.08% in 2023 Q4.

What is the latest reported BAM position on this page?

The most recent filing on this page is 2025 Q4, when CHECK CAPITAL MANAGEMENT INC/CA reported 12,786 shares, equal to 0.02% of portfolio, with an estimated market value of $670K.

What does the chart on this BAM ownership page compare?

The chart compares CHECK CAPITAL MANAGEMENT INC/CA'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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