Current position

Chuck Akre’s Brookfield Corp (BN) 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 statusCurrent positionBased on the latest supported relationship state
Peak shares35.92MHighest verified quarter-end share count
Quarters reported15Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Brookfield Corp in Q4 2022. The reported position was increased and reduced across later filings. Akre Capital Management currently reports 12.12M shares. The latest verified filing showed: Sold 28.8% of the position.

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 2026
Sold 28.8% of the position−4.91M shares · 12.12M shares remained
Filing context

Quarter-end price $42.59 · Estimated holding basis $24.92

Q1 2026
Sold 36.6% of the position−9.82M shares · 17.03M shares remained
Filing context

Quarter-end price $40.47 · Estimated holding basis $24.92

Q4 2025
Sold 6.9% of the position−1.98M shares · 26.84M shares remained · 1.50-for-1 stock split adjusted comparison
Filing context

Quarter-end price $45.89 · Estimated holding basis $24.92

Q3 2025
Sold 0.02% of the position−3.35K shares · 19.22M shares remained
Filing context

Quarter-end price $68.58 · Estimated holding basis $37.37

Q2 2025
Bought 0.7% more+125.27K shares · 19.22M shares reported after the change
Filing context

Quarter-end price $61.85 · Estimated holding basis $37.37

Q1 2025
Bought 0.7% more+124.84K shares · 19.09M shares reported after the change
Filing context

Quarter-end price $52.41 · Estimated holding basis $37.21

Portfolio importance

How important is Brookfield Corp in Akre Capital Management’s reported portfolio?

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

Current portfolio weight10.1%Q2 2026
Current rank#3of 19 reported positions
Peak portfolio weight13.5%Q4 2025
Best historical rank#2Q2 2025
At peak importanceQ4 2025
BN
13.5%
Largest holding
18.8%
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$37.512026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$42.59Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$24.92Historical reference — not actual purchase price

Calculated from supported filing history.

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.