Emmett Investment Management, LP BKD β€” BROOKDALE SR LIVING INC

Ownership history in Emmett Investment Management, LP  Β·  1 quarter on record

AI Ownership Summary

Emmett Investment Management, LP reported BROOKDALE SR LIVING INC (BKD) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.07% in 2025 Q4. The latest visible filing shows BKD at 1.07% 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.

What this BKD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Emmett Investment Management, LP's position in BROOKDALE SR LIVING INC, 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

BKD was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q4

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

Time in book
Holding Window
2025 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 Emmett Investment Management, LP held BKD β€” position size vs. price
% of Fund (quarterly)    BKD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 128,000 β€” β€” 1.07% $1.4M 2026-02-17 $16.64

FAQ About Emmett Investment Management, LP and BKD

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

How long has Emmett Investment Management, LP reported owning BKD?

Emmett Investment Management, LP reported BKD across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported BKD position in Emmett Investment Management, LP's portfolio?

The largest reported portfolio weight for BKD was 1.07% in 2025 Q4.

What is the latest reported BKD position on this page?

The most recent filing on this page is 2025 Q4, when Emmett Investment Management, LP reported 128,000 shares, equal to 1.07% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BKD ownership page compare?

The chart compares Emmett Investment Management, LP's quarterly BKD 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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