Exited position

Chuck Akre’s Brookfield Asset Managmt Ltd (BAM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2022Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares3.69MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Brookfield Asset Managmt Ltd in Q4 2022. The reported position was reduced across later filings. The latest verified relationship event shows that Akre Capital Management sold the entire position in Q2 2024, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2024
Sold the entire position−126.00K shares · No shares reported at quarter-end
Q1 2024
Sold 96.4% of the position−3.33M shares · 126.00K shares remained
Filing context

Quarter-end price $42.02 · Estimated holding basis $28.67

Q4 2023
Sold 0.2% of the position−7.91K shares · 3.46M shares remained
Filing context

Quarter-end price $40.17 · Estimated holding basis $28.67

Q3 2023
Sold 6.2% of the position−227.81K shares · 3.46M shares remained
Filing context

Quarter-end price $33.34 · Estimated holding basis $28.67

Q4 2022
New position+3.69M shares · 3.69M shares reported
Filing context

Quarter-end price $28.67 · Estimated holding basis $28.67

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Brookfield Asset Managmt Ltd in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2024
Last reported rank#19of 21 reported positions
Peak portfolio weight1.2%Q4 2023
Best historical rank#12Q3 2023
At peak importanceQ4 2023
BAM
1.2%
Largest holding
18.2%
Cross-investor discovery

Who else owns Brookfield Asset Managmt Ltd?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
BAM0.0% of reported portfolio
Joel GreenblattGotham Asset Management
BAM0.0% of reported portfolio
Explore Brookfield Asset Managmt Ltd across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$45.842026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.