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Otter Creek Advisors’s Brookfield BN Stock Holding History

Otter Creek Advisors’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
2025
Q2 		– Sell
-103,743
Closed -$3.62M – 44
2025
Q1 		$3.62M Buy
+103,743
New +$3.92M 2.17% 18

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Otter Creek Advisors's BN Position: Q2 2025 in Review

Otter Creek Advisors sold out of Brookfield (BN) in Q2 2025, closing a stake of 103,743 shares — an estimated $3.62M sold.

Otter Creek Advisors first reported a position in BN in Q1 2025 and held it in 1 quarter. The position peaked at $3.62M in Q1 2025. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Otter Creek Advisors reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 103,743 Brookfield shares in Q2 2025, an estimated $3.62M.
  • Otter Creek Advisors first reported a position in Brookfield in Q1 2025 and held it in 1 quarter.
  • Otter Creek Advisors's Brookfield position peaked at $3.62M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Otter Creek Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.