CP
BBU

Cumberland Partners’s Brookfield Business Partners BBU Stock Holding History

Cumberland Partners’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,700
Closed -$318K – 173
2025
Q3 		$318K Buy
+9,700
New +$259K 0.02% 152

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

Cumberland Partners's BBU Position: Q4 2025 in Review

Cumberland Partners sold out of Brookfield Business Partners (BBU) in Q4 2025, closing a stake of 9,700 shares — an estimated $318K sold.

Cumberland Partners first reported a position in BBU in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 67 funds tracked by Wall St. Rank hold BBU as of Q4 2025.

  • Cumberland Partners reported no remaining Brookfield Business Partners position as of Q4 2025 after selling out during the quarter.
  • Cumberland Partners sold 9,700 Brookfield Business Partners shares in Q4 2025, an estimated $318K.
  • Cumberland Partners first reported a position in Brookfield Business Partners in Q3 2025 and held it in 1 quarter.
  • Cumberland Partners's Brookfield Business Partners position peaked at $318K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2025.

Based on Cumberland Partners's 13F filing for Q4 2025, filed 6 Feb 2026.