13F Portfolios

AKRE CAPITAL MANAGEMENT LLC — BROOKFIELD CORP BN: Quarterly 13F Position History

AKRE CAPITAL MANAGEMENT LLC has reported BROOKFIELD CORP (BN) on 14 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2022. As of Q1 2026, the position is sized at 17,027,077 shares ($689.1M market value, 11.27% of the equity book). Quarter-over-quarter share count change: 9,816,556 (-36.6%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 17,027,077 9,816,556 -36.6% $689.1M 11.27% $40.47
Q4 2025 26,843,633 +7,627,692 +39.7% $1.23B 13.51% $45.89
Q3 2025 19,215,941 3,349 -0.0% $1.32B 13.14% $68.58
Q2 2025 19,219,290 +125,269 +0.7% $1.19B 11.64% $61.85
Q1 2025 19,094,021 +124,842 +0.7% $1.00B 9.62% $52.41
Q4 2024 18,969,179 +30,748 +0.2% $1.09B 9.43% $57.45
Q3 2024 18,938,431 +472,549 +2.6% $1.01B 8.38% $53.15
Q2 2024 18,465,882 +507,467 +2.8% $767.1M 6.75% $41.54
Q1 2024 17,958,415 95,076 -0.5% $751.9M 6.22% $41.87
Q4 2023 18,053,491 91,160 -0.5% $724.3M 6.09% $40.12
Q3 2023 18,144,651 159,662 -0.9% $567.4M 5.21% $31.27
Q2 2023 18,304,313 +117,559 +0.6% $615.9M 5.13% $33.65
Q1 2023 18,186,754 +820,001 +4.7% $592.7M 5.22% $32.59
Q4 2022 17,366,753 $546.4M 4.94% $31.46

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did AKRE CAPITAL MANAGEMENT LLC first disclose a BN position in 13F-HR filings?

AKRE CAPITAL MANAGEMENT LLC first reported BROOKFIELD CORP (BN) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.

What was AKRE CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in BN?

Between Q4 2025 and Q1 2026, AKRE CAPITAL MANAGEMENT LLC reduced its BN position by 9,816,556 shares (-36.6%), leaving 17,027,077 shares at a market value of $689.1M.

Does the implied price-per-share represent AKRE CAPITAL MANAGEMENT LLC's cost basis in BN?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.