Iron Triangle Partners’s Brookdale Senior Living BKD Stock Holding History

Iron Triangle Partners’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
2025 Q4	$37.7M	Buy	3,491,663 +653,302	+23%	+$6.42M	4.31%	8
2025 Q3	$24M	Buy	2,838,361 +1,138,361	+67%	+$8.67M	3.42%	15
2025 Q2	$11.8M	Buy	+1,700,000	New	+$11.1M	1.82%	23
2024 Q4	–	Sell	-2,197,578	Closed	-$14.9M	–	27
2024 Q3	$14.9M	Sell	2,197,578 -3,604,363	-62%	-$25.7M	2.07%	19
2024 Q2	$39.6M	Sell	5,801,941 -96,019	-2%	-$649K	4.03%	14
2024 Q1	$39M	Buy	5,897,960 +1,038,353	+21%	+$6.06M	3.99%	13
2023 Q4	$28.3M	Buy	4,859,607 +623,479	+15%	+$2.93M	3.66%	14
2023 Q3	$17.5M	Buy	4,236,128 +52,775	+1%	+$212K	2.56%	17
2023 Q2	$17.7M	Buy	4,183,353 +1,483,353	+55%	+$5.73M	2.36%	19
2023 Q1	$7.96M	Buy	+2,700,000	New	+$7.75M	1.15%	26
2020 Q2	–	Sell	-1,500,000	Closed	-$4.68M	–	25
2020 Q1	$4.68M	Buy	+1,500,000	New	+$8.74M	1.81%	24

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Triangle Partners's BKD Position: Q4 2025 in Review

Iron Triangle Partners increased its Brookdale Senior Living (BKD) stake by 23% in Q4 2025, buying an estimated $6.42M and bringing the position to 3,491,663 shares worth $37.7M. The position accounts for 4.31% of the portfolio, ranked #8.

Iron Triangle Partners first reported a position in BKD in Q1 2020 and has held it in 11 quarters since. The position peaked at $39.6M in Q2 2024. 238 funds tracked by Wall St. Rank hold BKD as of Q4 2025.

Iron Triangle Partners held 3,491,663 shares of Brookdale Senior Living worth $37.7M as of Q4 2025.
Iron Triangle Partners bought 653,302 Brookdale Senior Living shares in Q4 2025, an estimated $6.42M.
Brookdale Senior Living made up 4.31% of Iron Triangle Partners's portfolio in Q4 2025, its #8 holding.
Iron Triangle Partners first reported a position in Brookdale Senior Living in Q1 2020 and has held it in 11 quarters since.
Iron Triangle Partners's Brookdale Senior Living position peaked at $39.6M in Q2 2024.
238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.