BN
Brookfield Corp
8 super-investors hold BN worth a combined $6.58B. The largest position: Bill Ackman at 17.6% of their portfolio. This quarter the cohort logged 0 buys and 4 sells on the name. Cohort Conviction Score: 33 — ranked #253 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own BN
Ownership in the cohort peaked at seven holders and has now contracted to five following full exits by Daniel Loeb and Kahn Brothers Group in 2026Q1, with Stephen Mandel and Chuck Akre also trimming — a notably bearish quarter for sentiment despite the $6.6B in combined exposure remaining. Conviction among the holdouts is high: Bill Ackman carries a $2.4B position at 17.6% of his portfolio, the dominant weight in the cohort, while Josh Tarasoff and Chuck Akre each hold BN above 11% of their own books. The appeal appears rooted in Brookfield's asset-management compounding model, though zero adds this quarter against four reductions signals that super-investor interest is clearly fading at the margin.
AI-synthesized from 13F filings. Not investment advice.
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Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Ackman | 17.6% | 8q | $2.42B | 59,697,208 |
| 2 | Dodge & Cox Funds | 1.3% | 2q | $2.40B | 59,186,855 |
| 3 | Chuck Akre | 11.3% | 14q | $689M | 17,027,077 |
| 4 | Thomas Gayner | 4.4% | 14q | $529M | 13,073,609 |
| 5 | Stephen Mandel | 3.6% | 4q | $454M | 11,208,969 |
| 6 | Josh Tarasoff | 16.4% | 13q | $56M | 1,392,742 |
| 7 | Joel Greenblatt | <0.1% | 14q | $20M | 488,217 |
| 8 | Third Avenue Management | 3.2% | 14q | $19M | 481,495 |
- 1Bill Ackmanport17.6%val$2.42B59,697,208 sh·8q held
- 2Dodge & Cox Fundsport1.3%val$2.40B59,186,855 sh·2q held
- 3Chuck Akreport11.3%val$689M17,027,077 sh·14q held
- 4Thomas Gaynerport4.4%val$529M13,073,609 sh·14q held
- 5Stephen Mandelport3.6%val$454M11,208,969 sh·4q held
- 6Josh Tarasoffport16.4%val$56M1,392,742 sh·13q held
- 7Joel Greenblattport<0.1%val$20M488,217 sh·14q held
- 8Third Avenue Managementport3.2%val$19M481,495 sh·14q held
Owners of BN also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | EXIT | 3.9% | -100% | $0 | May 15, 2026 |
| Stephen Mandel | TRIM | 3.6% | -30% | $454M | May 15, 2026 |
| Chuck Akre | TRIM | 11.3% | -37% | $689M | May 14, 2026 |
| Kahn Brothers Group | EXIT | <0.1% | -100% | $0 | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 11271J107. Not investment advice.