CHECK CAPITAL MANAGEMENT INC/CA

Position in BAM — Brookfield Asset Management Ltd.

CIK 1032814 COSTA MESA, CA

Position in BAM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$575,805

-$94,053 QoQ

Shares Held

12,954

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHECK CAPITAL MANAGEMENT INC/CA holds $177,831,895 across 2 Asset Management names. BAM ranks #2 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/	4,379,938	$177,256,090
2	BAM	Brookfield Asset Management Ltd. This page	12,954	$575,805

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$575,805	12,954	+1.3%	Shares	Sole	2026-05-04
2025-12-31	$669,858	12,786	+10.4%	Shares	Sole	2026-02-06
2025-09-30	$659,706	11,586	0.0%	Shares	Sole	2025-11-06
2025-06-30	$640,474	11,586	0.0%	Shares	Sole	2025-07-25
2025-03-31	$561,341	11,586	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$625,135	11,536	-78.0%	Shares	Sole	2025-01-30
2024-09-30	$2,484,427	52,536	-1.8%	Shares	Sole	2024-11-06
2024-06-30	$2,036,017	53,509	-0.5%	Shares	Sole	2024-07-25
2024-03-31	$2,259,961	53,783	-0.3%	Shares	Sole	2024-04-19
2023-12-31	$2,167,974	53,970	-3.8%	Shares	Sole	2024-01-31
2023-09-30	$1,871,107	56,122	+0.3%	Shares	Sole	2024-01-31
2023-06-30	$1,825,159	55,935	-0.5%	Shares	Sole	2024-01-31
2023-03-31	$1,838,765	56,197	+464.7%	Shares	Sole	2024-01-31
2022-12-31	$285,323	9,952	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.