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Chickasaw Capital Management’s Brookfield BN Stock Holding History

Chickasaw Capital Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
+6,981
New +$288K 0.01% 84
2022
Q2 		– Sell
-6,663
Closed -$203K – 84
2022
Q1 		$203K Hold
6,663
– – 0.01% 89
2021
Q4 		$217K Buy
+6,663
New +$211K 0.01% 91

Other funds holding BN

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Chickasaw Capital Management's BN Position: Q3 2026 in Review

Chickasaw Capital Management opened a new position in Brookfield (BN) in Q3 2026: 6,981 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings. This is a return to the name: Chickasaw Capital Management previously reported a position in BN as recently as Q1 2022.

Chickasaw Capital Management first reported a position in BN in Q4 2021 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Chickasaw Capital Management held 6,981 shares of Brookfield worth $255K as of Q3 2026.
  • Brookfield was a new Chickasaw Capital Management position in Q3 2026.
  • Brookfield made up 0.01% of Chickasaw Capital Management's portfolio in Q3 2026, its #84 holding.
  • Chickasaw Capital Management first reported a position in Brookfield in Q4 2021 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.