Soroban Capital Partners’s Brookfield BN Stock Holding History

Soroban Capital Partners’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
2026 Q1	–	Sell	-5,745,527	Closed	-$263M	–	31
2025 Q4	$263M	Sell	5,745,527 -1	-0%	-$46	1.83%	16
2025 Q3	$175M	Sell	5,745,528 -5,556,273	-49%	-$246M	1.32%	19
2025 Q2	$466M	Sell	11,301,801 -2,372,756	-17%	-$87.9M	4.55%	7
2025 Q1	$478M	Sell	13,674,557 -1,735,636	-11%	-$65.6M	6.74%	6
2024 Q4	$590M	Sell	15,410,193 -1,213,394	-7%	-$45.7M	7.9%	5
2024 Q3	$589M	Sell	16,623,587 -590,859	-3%	-$18.6M	8.15%	3
2024 Q2	$477M	Buy	17,214,446 +2,123,567	+14%	+$59.2M	7%	4
2024 Q1	$421M	Hold	15,090,879	–	–	6.37%	5
2023 Q4	$404M	Buy	15,090,879 +11,060,989	+274%	+$251M	5%	6
2023 Q3	$84M	Buy	+4,029,890	New	+$90.8M	1.24%	13

Other funds holding BN

PVI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Soroban Capital Partners's BN Position: Q1 2026 in Review

Soroban Capital Partners sold out of Brookfield (BN) in Q1 2026, closing a stake of 5,745,527 shares — an estimated $263M sold.

Soroban Capital Partners first reported a position in BN in Q3 2023 and held it in 10 quarters. The position peaked at $590M in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Soroban Capital Partners reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Soroban Capital Partners sold 5,745,527 Brookfield shares in Q1 2026, an estimated $263M.
Soroban Capital Partners first reported a position in Brookfield in Q3 2023 and held it in 10 quarters.
Soroban Capital Partners's Brookfield position peaked at $590M in Q4 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Soroban Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.