MCDONALD CAPITAL INVESTORS INC/CA

Position in BN — BROOKFIELD Corp /ON/

CIK 1033225 ORINDA, CA

Position in BN

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

Position Value

$103,823,729

-$3,131,843 QoQ

Shares Held

2,437,749

-7.8% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

7.59%

of 13F equity value

Holder Rank

#75

of 931 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. BN ranks #1 (90.1% of the industry book) .

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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,823,729	2,437,749	-7.8%	Shares	Sole	2026-07-29
2026-03-31	$106,955,572	2,642,836	-2.1%	Shares	Sole	2026-05-04
2025-12-31	$123,863,075	2,699,130	+43.6%	Shares	Sole	2026-01-30
2025-09-30	$128,925,393	1,879,927	-3.2%	Shares	Sole	2025-11-10
2025-06-30	$120,056,443	1,941,092	-3.1%	Shares	Sole	2025-07-31
2025-03-31	$104,950,134	2,002,483	-1.0%	Shares	Sole	2025-04-30
2024-12-31	$116,253,522	2,023,560	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$108,698,982	2,045,138	-2.6%	Shares	Sole	2024-10-31
2024-06-30	$87,250,303	2,100,395	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$88,505,621	2,113,822	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$86,331,005	2,151,817	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$68,051,508	2,176,252	-1.3%	Shares	Sole	2023-10-27
2023-06-30	$74,186,227	2,204,646	-1.5%	Shares	Sole	2023-07-11
2023-03-31	$72,911,665	2,237,237	+9.9%	Shares	Sole	2023-07-11
2022-12-31	$64,062,116	2,036,307	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.