FFAM
BBU

Forge First Asset Management’s Brookfield Business Partners BBU Stock Holding History

Forge First Asset Management’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
Q3 		– Sell
-357,465
Closed -$9.33M – 41
2025
Q2 		$9.33M Sell
357,465
-14,100
-4% -$331K 3.38% 11
2025
Q1 		$8.73M Sell
371,565
-161,399
-30% -$3.74M 3.8% 10
2024
Q4 		$12.5M Buy
532,964
+173,500
+48% +$4.13M 4.5% 8
2024
Q3 		$8.39M Sell
359,464
-123,256
-26% -$2.51M 4.59% 8
2024
Q2 		$9.07M Buy
482,720
+43,700
+10% +$839K 3.85% 8
2024
Q1 		$9.72M Sell
439,020
-73,200
-14% -$1.57M 3.05% 8
2023
Q4 		$10.5M Sell
512,220
-89,390
-15% -$1.43M 5.31% 7
2023
Q3 		$9.15M Buy
601,610
+3,658
+0.6% +$61.1K 4.96% 4
2023
Q2 		$10.3M Buy
597,952
+126,769
+27% +$2.32M 5.19% 5
2023
Q1 		$8.7M Buy
471,183
+25,940
+6% +$479K 3.93% 6
2022
Q4 		$7.52M Buy
+445,243
New +$8.63M 2.95% 16

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
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Forge First Asset Management's BBU Position: Q3 2025 in Review

Forge First Asset Management sold out of Brookfield Business Partners (BBU) in Q3 2025, closing a stake of 357,465 shares — an estimated $9.33M sold.

Forge First Asset Management first reported a position in BBU in Q4 2022 and held it in 11 quarters. The position peaked at $12.5M in Q4 2024. 66 funds tracked by Wall St. Rank hold BBU as of Q3 2025.

  • Forge First Asset Management reported no remaining Brookfield Business Partners position as of Q3 2025 after selling out during the quarter.
  • Forge First Asset Management sold 357,465 Brookfield Business Partners shares in Q3 2025, an estimated $9.33M.
  • Forge First Asset Management first reported a position in Brookfield Business Partners in Q4 2022 and held it in 11 quarters.
  • Forge First Asset Management's Brookfield Business Partners position peaked at $12.5M in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2025.

Based on Forge First Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.