Position in BN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,825,251
-$378,375 QoQ
Shares Held
69,811
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Elm Partners Management LLC holds $3,370,064 across 2 Asset Management names. BN ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
69,811 | $2,825,251 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
|
43,972 | $544,813 |
All Filings in BN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,825,251 | 69,811 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,203,626 | 69,811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,127,854 | 46,541 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,919,203 | 46,545 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||