BN β€” BROOKFIELD CORP

Ownership history in WULFF, HANSEN & CO.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which WULFF, HANSEN & CO. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.24% (2024 Q2)
πŸ“Š Avg. % of fund
1.86%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

WULFF, HANSEN & CO. Γ— BN AI Analytics

πŸ“ˆ WULFF, HANSEN & CO. outperformed the S&P 500 by +10.6% annually on this BN position. Timing score: 40% (2/5 decisions correct). Average cost basis: $27.60. Maximum drawdown during holding period: –8.6%.

πŸ“ˆ Position Alpha vs SPY
+10.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.6% per year on this position.
8 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$27.60
+66.0% vs current ($45.81)

Best entry: $27.40 (2024 Q2)  Β·  Worst: $45.81 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–8.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ WULFF, HANSEN & CO. has been actively increasing its BN allocation β€” a bullish signal from insiders.
Currently 1.89% of portfolio

⚠ 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.

% of Fund (quarterly)    BN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,190 +16,394 +50.0% 1.89% $2.3M $45.81
2025 Q3 UNCHANGED 32,796 β€” 0% 1.94% $2.2M $45.58
2025 Q2 REDUCED 32,796 -835 -2.5% 1.74% $2.0M $41.05
2025 Q1 UNCHANGED 33,631 β€” 0% 1.61% $1.8M $34.73
2024 Q4 UNCHANGED 33,631 β€” 0% 1.83% $1.9M $38.00
2024 Q3 REDUCED 33,631 -1,508,874 -97.8% 1.62% $1.8M $35.11
2024 Q2 ADDED 1,542,505 +1,505,372 +4054.0% 3.24% $37.1M $27.40
2024 Q1 REDUCED 37,133 -1,623 -4.2% 1.55% $1.6M $27.56
2023 Q4 REDUCED 38,756 -390 -1.0% 1.73% $1.6M $26.36
2023 Q3 INITIATED 39,146 β€” β€” 1.43% $1.2M β€”

🏒 Other funds also holding BN

As of 2025 Q4 β€” 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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