Form 13-F position report

BROOKFIELD CORP VTG SHS CL A (

Reported by Carmel Capital Partners LLC

BN CUSIP 11271J107 Manager CIK 0001900481

Reported 42,687 shares, up 335 (0.8%) from the prior quarter.

Reported value 18.9%; share count 0.8% vs. the prior quarter.

Added
% of reported 13F value 0.93% This manager · Q2 2025
Shares 42,687 Quarter-end amount reported
Reported value $2,640,186 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 1354368
2023-03-31 1403699
2023-06-30 1673168
2023-09-30 1471532
2023-12-31 1801826
2024-03-31 1857517
2024-06-30 1958317
2024-09-30 2064926
2024-12-31 2332753
2025-03-31 2219664
2025-06-30 2640186
2025-09-30 2059658
2025-12-31 3162441
2026-03-31 2934905
2026-06-30 2974975
2026-09-30 2229146

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarterly reported position history for BROOKFIELD CORP VTG SHS CL A ( held by Carmel Capital Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 61,139 -8,712 (-12.5%) 0.8% $2,229,146 2026-11-03
Q2 2026 Reduced 69,851 -2,669 (-3.7%) 0.98% $2,974,975 2026-07-30
Q1 2026 Added 72,520 +3,607 (5.2%) 1.06% $2,934,905 2026-04-30
Q4 2025 Added 68,913* +23,863 (53.0%) 1.11% $3,162,441 2026-01-29
Q3 2025 Reduced 30,033 -12,654 (-29.6%) 0.87% $2,059,658 2025-10-30
Q2 2025 Added 42,687 +335 (0.8%) 0.93% $2,640,186 2025-07-29
Q1 2025 Added 42,352 +1,747 (4.3%) 0.87% $2,219,664 2025-05-05
Q4 2024 Added 40,605 +1,754 (4.5%) 0.94% $2,332,753 2025-02-06
Q3 2024 Reduced 38,851 -8,292 (-17.6%) 0.8% $2,064,926 2024-11-01
Q2 2024 Added 47,143 +2,779 (6.3%) 0.83% $1,958,317 2024-07-31
Q1 2024 Reduced 44,364 -547 (-1.2%) 0.77% $1,857,517 2024-04-25
Q4 2023 Reduced 44,911 -2,148 (-4.6%) 0.92% $1,801,826 2024-02-01
Q3 2023 Reduced 47,059 -2,664 (-5.4%) 0.66% $1,471,532 2023-10-27
Q2 2023 Added 49,723 +6,652 (15.4%) 0.86% $1,673,168 2023-07-27
Q1 2023 Added 43,071 +21 (0.0%) 0.83% $1,403,699 2023-04-19
Q4 2022 New 43,050 +43,050 (0.0%) 0.94% $1,354,368 2023-01-17

Who else reported the position

916 managers reported BROOKFIELD CORP VTG SHS CL A ( for Q2 2025.

Managers reporting BROOKFIELD CORP VTG SHS CL A ( in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Partners Value Investments LP Unchanged 120,937,304 0 75.74% $7,479,972,252 8 qtrs
ROYAL BANK OF CANADA Added 80,555,118 +313,084 0.9% $4,982,333,000 11 qtrs
Capital World Investors Added 66,689,577 +1,346,298 0.6% $4,124,843,274 11 qtrs
VANGUARD GROUP INC Reduced 59,661,891 -1,230,986 0.06% $3,692,534,096 11 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 50,050,474 -508,855 1.64% $3,095,535,103 11 qtrs
BANK OF MONTREAL Reduced 46,507,392 -492,859 1.35% $2,880,231,015 11 qtrs
Pershing Square Capital Management L P Added 41,160,397 +155,740 18.54% $2,545,770,554 5 qtrs
BROOKFIELD CORPORATION Added 31,007,384 +41,636 2.33% $1,917,806,700 11 qtrs
TD Asset Management Inc Reduced 24,496,650 -87,661 1.29% $1,513,065,344 11 qtrs
NATIONAL BANK OF CANADA FI Added 21,151,700 +2,107,583 1.24% $1,307,258,273 10 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 29, 2025
Filing type
13F-HR
Position type
CL A LTD VT SH

Voting authority reported

Sole
0
Shared
0
None
42,687

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.