Whetstone Capital Advisors, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1607278 SHAWNEE MISSION, KS

Position in BAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$256,586

+$2,288 QoQ

Shares Held

5,721

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#418

of 619 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Whetstone Capital Advisors, LLC holds $1,269,709 across 5 Asset Management names. BAM ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	2,339	$276,727
2	BX	Blackstone Inc.	2,284	$268,758
3	BAM	Brookfield Asset Management Ltd. This page	5,721	$256,586
4	OWL	Blue Owl Capital Inc.	27,880	$243,950
5	CG	Carlyle Group Inc.	5,312	$223,688

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,586	5,721	0.0%	Shares	Sole	2026-08-14
2026-03-31	$254,298	5,721	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.