Arnold Van Den Berg's BAM Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 28.1K shares of Brookfield Asset Management Ltd. (BAM) worth $1.6 M, representing 0.40% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in BAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 341.7K shares. Largest reduction occurred in Q4 2022, reducing 192.2K shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +10,786 | New Buy | 10,786 | $38.29 |
| Q1 2020 | +341,727 | Add 3168.25% | 352,513 | $29.30 |
| Q2 2020 | -96,608 | Reduce 27.41% | 255,905 | $32.67 |
| Q3 2020 | +73,347 | Add 28.66% | 329,252 | $32.83 |
| Q4 2020 | +34,303 | Add 10.42% | 363,555 | $40.98 |
| Q1 2021 | +9,267 | Add 2.55% | 372,822 | $44.19 |
| Q2 2021 | -13,219 | Reduce 3.55% | 359,603 | $50.98 |
| Q3 2021 | +912 | Add 0.25% | 360,515 | $53.51 |
| Q4 2021 | -918 | Reduce 0.25% | 359,597 | $60.38 |
| Q1 2022 | -82,100 | Reduce 22.83% | 277,497 | $56.57 |
| Q2 2022 | +4,052 | Add 1.46% | 281,549 | $44.47 |
| Q3 2022 | -3,747 | Reduce 1.33% | 277,802 | $40.89 |
| Q4 2022 | -192,186 | Reduce 69.18% | 85,616 | $28.67 |
| Q1 2023 | +189 | Add 0.22% | 85,805 | $32.72 |
| Q2 2023 | +18,080 | Add 21.07% | 103,885 | $32.63 |
| Q3 2023 | +1,978 | Add 1.90% | 105,863 | $33.34 |
| Q4 2023 | +8,192 | Add 7.74% | 114,055 | $40.17 |
| Q1 2024 | -64 | Reduce 0.06% | 113,991 | $42.02 |
| Q2 2024 | -1,033 | Reduce 0.91% | 112,958 | $38.05 |
| Q3 2024 | -2,677 | Reduce 2.37% | 110,281 | $47.29 |
| Q4 2024 | -356 | Reduce 0.32% | 109,925 | $54.19 |
| Q1 2025 | -80,668 | Reduce 73.38% | 29,257 | $48.45 |
| Q2 2025 | -88 | Reduce 0.30% | 29,169 | $55.28 |
| Q3 2025 | -1,090 | Reduce 3.74% | 28,079 | $56.94 |
Arnold Van Den Berg's Brookfield Asset Management Investment FAQs
Arnold Van Den Berg first purchased Brookfield Asset Management Ltd. (BAM) in Q4 2019, acquiring 10,786 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held Brookfield Asset Management Ltd. (BAM) for 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q1 2020, adding 352,513 shares worth $10.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 28,079 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $1.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.40% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in Brookfield Asset Management Ltd. (BAM) was 372,822 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.