Broad Run Investment Management, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1568621 ARLINGTON, VA

Position in BN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$51,281,809

+$2,278,831 QoQ

Shares Held

1,204,081

-0.6% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

7.88%

of 13F equity value

Holder Rank

#115

of 931 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Broad Run Investment Management, LLC holds $78,313,307 across 2 Asset Management names. BN ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/ This page	1,204,081	$51,281,809
2	BAM	Brookfield Asset Management Ltd.	602,709	$27,031,498

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,281,809	1,204,081	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$49,002,978	1,210,847	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$55,754,652	1,214,963	+49.8%	Shares	Sole	2026-02-17
2025-09-30	$55,619,408	811,015	-5.7%	Shares	Sole	2025-11-14
2025-06-30	$53,199,244	860,134	-14.6%	Shares	Sole	2025-08-14
2025-03-31	$52,765,392	1,006,781	-6.2%	Shares	Sole	2025-05-15
2024-12-31	$61,671,770	1,073,486	-17.3%	Shares	Sole	2025-02-14
2024-09-30	$68,989,485	1,298,016	-6.1%	Shares	Sole	2024-11-14
2024-06-30	$57,400,526	1,381,815	-9.5%	Shares	Sole	2024-08-14
2024-03-31	$63,945,839	1,527,249	-5.0%	Shares	Sole	2024-05-15
2023-12-31	$64,500,964	1,607,699	-16.2%	Shares	Sole	2024-02-14
2023-09-30	$59,983,116	1,918,229	-3.1%	Shares	Sole	2023-11-14
2023-06-30	$66,643,658	1,980,498	-4.9%	Shares	Sole	2023-08-14
2023-03-31	$67,840,425	2,081,630	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$66,192,961	2,104,039	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.