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 Q2	$8.4M	Sell	197,157 -50,950	-21%	-$2.28M	6.21%	5
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 $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Tsai Capital's BN Position: Q2 2026 in Review

Tsai Capital reduced its Brookfield (BN) stake by 21% in Q2 2026, selling an estimated $2.28M and leaving 197,157 shares worth $8.4M. The position accounts for 6.21% of the portfolio, ranked #5.

Tsai Capital first reported a position in BN in Q1 2023 and has held it in 6 quarters since. The position peaked at $11.1M in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Tsai Capital held 197,157 shares of Brookfield worth $8.4M as of Q2 2026.
Tsai Capital sold 50,950 Brookfield shares in Q2 2026, an estimated $2.28M.
Brookfield made up 6.21% of Tsai Capital's portfolio in Q2 2026, its #5 holding.
Tsai Capital first reported a position in Brookfield in Q1 2023 and has held it in 6 quarters since.
Tsai Capital's Brookfield position peaked at $11.1M in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Tsai Capital's 13F filing for Q2 2026, filed 13 Aug 2026.