Scheer Rowlett & Associates Investment Management’s Brookfield Business Partners BBU Stock Holding History

Scheer Rowlett & Associates Investment 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 Q1	–	Sell	-460,629	Closed	-$10.8M	–	38
2024 Q4	$10.8M	Sell	460,629 -181,206	-28%	-$4.31M	0.79%	27
2024 Q3	$15M	Buy	641,835 +82,372	+15%	+$1.68M	1.05%	27
2024 Q2	$10.6M	Sell	559,463 -2,070	-0.4%	-$39.7K	0.81%	30
2024 Q1	$12.4M	Sell	561,533 -2,370	-0.4%	-$50.8K	0.92%	27
2023 Q4	$11.6M	Buy	563,903 +94,481	+20%	+$1.51M	0.88%	28
2023 Q3	$7.13M	Buy	+469,422	New	+$7.84M	0.6%	30

Other funds holding BBU

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Scheer Rowlett & Associates Investment Management's BBU Position: Q1 2025 in Review

Scheer Rowlett & Associates Investment Management sold out of Brookfield Business Partners (BBU) in Q1 2025, closing a stake of 460,629 shares — an estimated $10.8M sold.

Scheer Rowlett & Associates Investment Management first reported a position in BBU in Q3 2023 and held it in 6 quarters. The position peaked at $15M in Q3 2024. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2025.

Scheer Rowlett & Associates Investment Management reported no remaining Brookfield Business Partners position as of Q1 2025 after selling out during the quarter.
Scheer Rowlett & Associates Investment Management sold 460,629 Brookfield Business Partners shares in Q1 2025, an estimated $10.8M.
Scheer Rowlett & Associates Investment Management first reported a position in Brookfield Business Partners in Q3 2023 and held it in 6 quarters.
Scheer Rowlett & Associates Investment Management's Brookfield Business Partners position peaked at $15M in Q3 2024.
60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2025.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q1 2025, filed 12 May 2025.