13F-HR: Brookfield Corp Discloses Q4 2024 13F Holdings, Portfolio Valued at $16.4 Billion

Brookfield Corp's latest 13F filing reveals its holdings as of December 31, 2024, showcasing a diverse portfolio with a total value of approximately $16.4 billion.

Summary

• Brookfield Corp filed its Form 13F for the quarter ended December 31, 2024.
• The filing discloses holdings valued at approximately $16.4 billion.
• The report includes 114 entries in the Form 13F Information Table.
• Brookfield Corp is the reporting manager, with Ronald Fisher-Dayn signing the report as Managing Partner and Chief Compliance Officer.
• The report is a 13F Combination Report, indicating that a portion of the holdings are reported in this report and a portion are reported by other managers.
• Seven other managers are listed as reporting for this manager, including Brookfield Public Securities Group LLC and Brookfield Asset Management entities.

Sentiment

Score: 5

Explanation: The document is a standard 13F filing, which is a neutral disclosure of holdings. The sentiment is therefore neutral.

Industry Context

Institutional investment managers are required to file Form 13F to disclose their equity holdings, providing transparency into their investment strategies and portfolio compositions. This filing allows investors and the public to understand the positions of major investment firms like Brookfield Corp.

Comparison to Industry Standards

• Comparing Brookfield's holdings to other major asset managers like BlackRock or Vanguard would provide a broader context of their investment strategies.
• Analyzing the sector allocation of Brookfield's portfolio against industry benchmarks like the S&P 500 can reveal their investment biases.
• Comparing the performance of Brookfield's top holdings against their respective industry peers can assess the effectiveness of their investment decisions.

Stakeholder Impact

• Shareholders can review the holdings to understand Brookfield's investment strategy.
• The filing provides transparency to the market regarding Brookfield's investment positions.

Key Dates

Keywords

13F filing, Brookfield Corp, institutional investment, portfolio, holdings, investment management