Midway Capital Research & Management
Position in BAM — Brookfield Asset Management Ltd.
CIK 2115416
CHICAGO, IL
Position in BAM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$834,613
+$118,791 QoQ
Shares Held
18,609
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#289
of 619 holders
Holding Since
Dec 2025
3 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, 2026Midway Capital Research & Management holds $8,181,972 across 6 Asset Management names. BAM ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
118,064 | $5,028,345 | |
| 2 | BLK |
BlackRock, Inc.
|
2,171 | $2,087,546 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
This page
|
18,609 | $834,613 | |
| 4 | BX |
Blackstone Inc.
|
1,733 | $203,922 | |
| 5 | EVN |
Eaton Vance Municipal Income Trust
|
2,400 | $27,024 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
13 | $522 |
All Filings in BAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,613 | 18,609 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $715,822 | 16,104 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $828,809 | 15,820 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||