MCDONALD CAPITAL INVESTORS INC/CA

Position in BAM — Brookfield Asset Management Ltd.

CIK 1033225 ORINDA, CA

Position in BAM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$11,367,546

-$3,702,559 QoQ

Shares Held

253,457

-25.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#106

of 619 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MCDONALD CAPITAL INVESTORS INC/CA holds $115,191,275 across 2 Asset Management names. BAM ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/	2,437,749	$103,823,729
2	BAM	Brookfield Asset Management Ltd. This page	253,457	$11,367,546

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,367,546	253,457	-25.2%	Shares	Sole	2026-07-29
2026-03-31	$15,070,105	339,035	-1.1%	Shares	Sole	2026-05-04
2025-12-31	$17,958,453	342,784	-4.2%	Shares	Sole	2026-01-30
2025-09-30	$20,364,761	357,653	-2.4%	Shares	Sole	2025-11-10
2025-06-30	$20,265,371	366,595	-3.2%	Shares	Sole	2025-07-31
2025-03-31	$18,352,763	378,798	-2.2%	Shares	Sole	2025-04-30
2024-12-31	$20,985,727	387,262	-1.4%	Shares	Sole	2025-02-07
2024-09-30	$18,564,446	392,566	-3.6%	Shares	Sole	2024-10-31
2024-06-30	$15,487,719	407,036	-1.8%	Shares	Sole	2024-08-01
2024-03-31	$17,412,625	414,389	+0.8%	Shares	Sole	2024-05-03
2023-12-31	$16,517,381	411,187	-0.3%	Shares	Sole	2024-01-30
2023-09-30	$13,745,281	412,276	-1.3%	Shares	Sole	2023-10-27
2023-06-30	$13,635,881	417,894	-2.0%	Shares	Sole	2023-07-11
2023-03-31	$13,953,214	426,443	-3.8%	Shares	Sole	2023-07-11
2022-12-31	$12,703,590	443,097	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.