MCDONALD CAPITAL INVESTORS INC/CA

Position in BN — BROOKFIELD Corp /ON/

CIK 1033225 ORINDA, CA

Position in BN

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$106,955,572

-$16,907,503 QoQ

Shares Held

2,642,836

-2.1% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

7.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

MCDONALD CAPITAL INVESTORS INC/CA holds $122,025,677 across 2 Asset Management names. BN ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/ This page	2,642,836	$106,955,572
2	BAM	Brookfield Asset Management Ltd.	339,035	$15,070,105

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$85,950,262	1,879,927	-3.2%	Shares	Sole	2025-11-10
2025-06-30	$80,037,628	1,941,092	-3.1%	Shares	Sole	2025-07-31
2025-03-31	$69,966,756	2,002,483	-1.0%	Shares	Sole	2025-04-30
2024-12-31	$77,502,348	2,023,560	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$72,465,988	2,045,138	-2.6%	Shares	Sole	2024-10-31
2024-06-30	$58,166,868	2,100,395	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$59,003,747	2,113,822	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$57,554,003	2,151,817	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$45,367,672	2,176,252	-1.3%	Shares	Sole	2023-10-27
2023-06-30	$49,457,485	2,204,646	-1.5%	Shares	Sole	2023-07-11
2023-03-31	$48,607,777	2,237,237	+9.9%	Shares	Sole	2023-07-11
2022-12-31	$42,708,077	2,036,307	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.