KPF
BBU

K2 Principal Fund’s Brookfield Business Partners BBU Stock Holding History

K2 Principal Fund’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
-8,700
Closed -$397K – 413
2025
Q3 		$397K Sell
8,700
-13,800
-61% -$368K 0.03% 225
2025
Q2 		$583K Sell
22,500
-25,351
-53% -$595K 0.08% 175
2025
Q1 		$1.12M Sell
47,851
-4,534
-9% -$105K 0.14% 142
2024
Q4 		$1.23M Buy
52,385
+2,880
+6% +$68.5K 0.14% 149
2024
Q3 		$1.15M Sell
49,505
-10,388
-17% -$212K 0.17% 122
2024
Q2 		$1.13M Sell
59,893
-96,460
-62% -$1.85M 0.21% 105
2024
Q1 		$3.45M Buy
156,353
+57,553
+58% +$1.23M 0.6% 52
2023
Q4 		$2.03M Buy
+98,800
New +$1.58M 0.26% 82
2022
Q4 		– Sell
-23,976
Closed -$467K – 254
2022
Q3 		$467K Sell
23,976
-2,300
-9% -$49.8K 0.05% 151
2022
Q2 		$557K Hold
26,276
– – 0.06% 187
2022
Q1 		$807K Sell
26,276
-14,818
-36% -$420K 0.07% 149
2021
Q4 		$1.21M Buy
+41,094
New +$1.25M 0.08% 168

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

K2 Principal Fund's BBU Position: Q4 2025 in Review

K2 Principal Fund sold out of Brookfield Business Partners (BBU) in Q4 2025, closing a stake of 8,700 shares — an estimated $397K sold.

K2 Principal Fund first reported a position in BBU in Q4 2021 and held it in 12 quarters. The position peaked at $3.45M in Q1 2024. 67 funds tracked by Wall St. Rank hold BBU as of Q4 2025.

  • K2 Principal Fund reported no remaining Brookfield Business Partners position as of Q4 2025 after selling out during the quarter.
  • K2 Principal Fund sold 8,700 Brookfield Business Partners shares in Q4 2025, an estimated $397K.
  • K2 Principal Fund first reported a position in Brookfield Business Partners in Q4 2021 and held it in 12 quarters.
  • K2 Principal Fund's Brookfield Business Partners position peaked at $3.45M in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2025.

Based on K2 Principal Fund's 13F filing for Q4 2025, filed 13 Feb 2026.