Tsai Capital’s Brookfield BN Stock Holding History

Tsai Capital’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	$10M	Buy	248,107 +7,239	+3%	+$321K	7.47%	5
2025 Q4	$11.1M	Buy	+240,868	New	+$11M	7.53%	4
2023 Q4	–	Sell	-100,134	Closed	-$2.09M	–	24
2023 Q3	$2.09M	Buy	100,134 +2,344	+2%	+$52.8K	1.99%	17
2023 Q2	$2.19M	Buy	97,790 +1,332	+1%	+$28.2K	1.99%	16
2023 Q1	$2.1M	Buy	+96,458	New	+$2.17M	2.2%	15

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

Tsai Capital's BN Position: Q1 2026 in Review

Tsai Capital increased its Brookfield (BN) stake by 3% in Q1 2026, buying an estimated $321K and bringing the position to 248,107 shares worth $10M. The position accounts for 7.47% of the portfolio, ranked #5.

Tsai Capital first reported a position in BN in Q1 2023 and has held it in 5 quarters since. The position peaked at $11.1M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Tsai Capital held 248,107 shares of Brookfield worth $10M as of Q1 2026.
Tsai Capital bought 7,239 Brookfield shares in Q1 2026, an estimated $321K.
Brookfield made up 7.47% of Tsai Capital's portfolio in Q1 2026, its #5 holding.
Tsai Capital first reported a position in Brookfield in Q1 2023 and has held it in 5 quarters since.
Tsai Capital's Brookfield position peaked at $11.1M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Tsai Capital's 13F filing for Q1 2026, filed 14 May 2026.