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Capricorn Fund Managers’s Brookdale Senior Living BKD Stock Holding History

Capricorn Fund Managers’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 		$25.3M Buy
+1,570,000
New +$21.3M 1.99% 11

Other funds holding BKD

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Capricorn Fund Managers's BKD Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 1,570,000 shares worth $25.3M. The stake represents 1.99% of the portfolio and ranks #11 among its holdings.

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

  • Capricorn Fund Managers held 1,570,000 shares of Brookdale Senior Living worth $25.3M as of Q2 2026.
  • Brookdale Senior Living was a new Capricorn Fund Managers position in Q2 2026.
  • Brookdale Senior Living made up 1.99% of Capricorn Fund Managers's portfolio in Q2 2026, its #11 holding.
  • 30 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.