Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Brookfield Corp. (BN)
← All BN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 481,495 3.16 Reduce 12.16% 0.56 $37.93–48.60 · VW $44.04i $19,486,103 SEC
2025   Q4 548,119 4.57 Reduce 3.39% 0.16 $43.24–49.57 · VW $45.55i $25,153,181 SEC
2025   Q3 567,374 4.82 $45.25 $25,675,542 SEC
2025   Q2 567,374 4.82 $41.23 $23,394,701 SEC
2025   Q1 567,374 3.98 Reduce 3.38% 0.15 $29.07–40.15 · VW $35.90i $19,824,030 SEC
2024   Q4 587,217 4.35 Reduce 13.92% 0.55 $35.87–41.85 · VW $38.78i $22,490,411 SEC
2024   Q3 682,191 3.95 Reduce 6.14% 0.21 $30.65–41.18 · VW $37.59i $24,172,301 SEC
2024   Q2 726,795 3.45 Reduce 0.01% <0.01 $26.65–33.64 · VW $31.27i $20,127,376 SEC
2024   Q1 726,858 3.24 Reduce 0.76% 0.02 $25.45–30.07 · VW $28.17i $20,289,030 SEC
2023   Q4 732,411 3.22 Reduce 6.16% 0.17 $23.31–27.75 · VW $26.19i $19,589,553 SEC
2023   Q3 780,528 2.80 Reduce 0.15% <0.01 $19.23–24.15 · VW $22.30i $16,692,892 SEC
2023   Q2 781,685 2.89 Reduce 0.02% <0.01 $19.95–23.99 · VW $22.22i $17,535,789 SEC
2023   Q1 781,839 2.90 Add 0.11% <0.01 $18.83–22.87 · VW $20.58i $16,986,755 SEC
2022   Q4 780,963 2.85 Buy 2.85 $20.36–25.65 · VW $22.73i $16,379,397 SEC
Price snapshot:
Current price$43.36
Avg. buy price$20.97
+/- since buy106.73%
52-week low$37.87
52-week high$49.40