SEC 13F Intelligence

Addenda Capital Inc. / BAM

Addenda Capital Inc.’s Brookfield Asset Managmt Ltd Position

Does Addenda Capital Inc. own Brookfield Asset Managmt Ltd (BAM)? Yes259.9K shares worth $17M (+0.45% of its 13F portfolio) as of Q2 2026, up from 251.1K shares the prior filed quarter.

Position Value
$17M
Q2 2026
Shares
259.9K
% of Portfolio
+0.45%
Quarters Held
15
currently held

Position History BAM

Reported value by quarter
Q4 ’22: $15MQ4 ’22Q1 ’23: $15MQ2 ’23: $14MQ2 ’23Q3 ’23: $15MQ4 ’23: $17MQ4 ’23Q1 ’24: $18MQ2 ’24: $16MQ2 ’24Q3 ’24: $21MQ4 ’24: $25MQ4 ’24Q1 ’25: $20MQ2 ’25: $21MQ2 ’25Q3 ’25: $22MQ4 ’25: $20MQ4 ’25Q1 ’26: $16MQ2 ’26: $17MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026259.9K$17M+0.45%
Q1 2026251.1K$16M+0.44%
Q4 2025279.0K$20M+0.59%
Q3 2025282.0K$22M+0.66%
Q2 2025285.1K$21M+0.77%
Q1 2025292.2K$20M+0.75%
Q4 2024314.8K$25M+0.87%
Q3 2024322.9K$21M+0.74%
Q2 2024302.0K$16M+0.62%
Q1 2024315.5K$18M+0.68%
Q4 2023328.3K$17M+0.68%
Q3 2023326.0K$15M+0.64%
Q2 2023329.5K$14M+0.60%
Q1 2023338.0K$15M+0.62%
Q4 2022397.3K$15M+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Addenda Capital Inc.’s full portfolio or all institutional holders of BAM.