13F-HR: Brookfield Corp Discloses $15.9 Billion in Holdings in Latest 13F Filing

Brookfield Corp's recent 13F filing reveals a diverse portfolio of holdings valued at approximately $15.9 billion as of June 30, 2024.

Summary

• Brookfield Corp filed its Form 13F holdings report for the quarter ended June 30, 2024.
• The report discloses holdings valued at approximately $15.9 billion.
• The filing includes 113 entries in the information table.
• The report is a combination report, indicating that some holdings are reported by other managers.
• Eight other managers are listed as reporting for this manager, including Brookfield Public Securities Group LLC and Oaktree Capital Management LP.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The filing provides a detailed overview of Brookfield Corp's investment portfolio.
• The diversity of holdings across various sectors indicates a well-diversified investment strategy.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their holdings and investment strategies. This filing allows investors and the public to understand Brookfield Corp's investment positions and strategies relative to broader market trends.

Comparison to Industry Standards

• The size and diversity of Brookfield's portfolio are consistent with other major institutional investors.
• Comparing the sector allocation to industry benchmarks would provide further insight into Brookfield's investment strategy.
• The inclusion of real estate, energy, and infrastructure assets aligns with Brookfield's known areas of expertise.

Stakeholder Impact

• Shareholders can use this information to assess the alignment of Brookfield Corp's investment strategy with their own investment goals.
• The holdings in various companies may impact the stakeholders of those companies, including employees, customers, and suppliers.

Key Dates