BN — BROOKFIELD CORP

Ownership history in SIMON QUICK ADVISORS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in BROOKFIELD CORP (BN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,780 -1,438 -17.5% 0.02% $465K $45.58
2025 Q2 REDUCED 8,218 -700 -7.8% 0.02% $508K $41.05
2025 Q1 ADDED 8,918 +1,103 +14.1% 0.03% $467K $34.73
2024 Q4 INITIATED 7,815 — — 0.03% $449K $38.00
% of Fund (quarterly)    BN price (monthly, adj. close)

Other funds also holding BN

As of 2025 Q4 — sorted by position size

Partners Value Investments L.P. 3Y 7Y 77.78% GREENLEA LANE CAPITAL MANAGEMENT, LLC 3Y 7Y 18.93% Pershing Square Capital Management, L.P. 3Y 7Y 18.15% JACKSON HILL ADVISORS, LLC 3Y 13.73% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 13.51% Novo Holdings A/S 3Y 7Y 12.46% Broad Run Investment Management, LLC 3Y 7Y 10.35% BRUNI J V & CO /CO 3Y 7Y 9.53% Asset Management Advisors, LLC 3Y 7Y 9.48% Saraza Management, LP 3Y 8.12%
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