Blue Grotto Capital’s Brookdale Senior Living BKD Stock Holding History

Blue Grotto Capital’s Portfolio BKD Stock Details BKD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.2M	Buy	+2,809,407	New	+$38.2M	3.77%	10

Other funds holding BKD

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Blue Grotto Capital's BKD Position: Q2 2026 in Review

Blue Grotto Capital opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 2,809,407 shares worth $45.2M. The stake represents 3.77% of the portfolio and ranks #10 among its holdings.

46 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

Blue Grotto Capital held 2,809,407 shares of Brookdale Senior Living worth $45.2M as of Q2 2026.
Brookdale Senior Living was a new Blue Grotto Capital position in Q2 2026.
Brookdale Senior Living made up 3.77% of Blue Grotto Capital's portfolio in Q2 2026, its #10 holding.
46 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Blue Grotto Capital's 13F filing for Q2 2026, filed 3 Aug 2026.