Davidson Kahn Capital Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2055535
SHERMAN OAKS, CA
Position in BAM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,472,356
+$44,453 QoQ
Shares Held
55,125
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#212
of 619 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Davidson Kahn Capital Management, LLC holds $10,914,887 across 5 Asset Management names. BAM ranks #3 (22.7% of the industry book) .
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,472,356 | 55,125 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,427,903 | 54,621 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,842,786 | 54,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,049,877 | 53,563 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,962,344 | 53,588 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,542,946 | 52,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,573,537 | 47,491 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||