Midway Capital Research & Management
Position in BAM — Brookfield Asset Management Ltd.
CIK 2115416
CHICAGO, IL
Position in BAM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$715,822
-$112,987 QoQ
Shares Held
16,104
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Midway Capital Research & Management holds $7,718,446 across 6 Asset Management names. BAM ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
116,503 | $4,714,876 | |
| 2 | BLK |
BlackRock, Inc.
|
2,145 | $2,062,867 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
This page
|
16,104 | $715,822 | |
| 4 | BX |
Blackstone Inc.
|
1,733 | $199,277 | |
| 5 | EVN |
Eaton Vance Municipal Income Trust
|
2,400 | $24,984 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
13 | $620 |
All Filings in BAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||