Jeremy Grantham's BAM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 17,900 shares of Brookfield Asset Management Ltd. (BAM) worth $795,655, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 398,642 shares. Largest reduction occurred in Q4 2022, reducing 464,296 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +17,900 | New Buy | 17,900 | $44.45 |
| Q3 2024 | -67,201 | Sold Out | 0 | $0.00 |
| Q2 2024 | -5,406 | Reduce 7.45% | 67,201 | $38.05 |
| Q1 2024 | -15,402 | Reduce 17.50% | 72,607 | $42.02 |
| Q4 2023 | -19,811 | Reduce 18.37% | 88,009 | $40.17 |
| Q3 2023 | -400 | Reduce 0.37% | 107,820 | $33.34 |
| Q2 2023 | +600 | Add 0.56% | 108,220 | $32.63 |
| Q1 2023 | -14,600 | Reduce 11.95% | 107,620 | $32.72 |
| Q4 2022 | -464,296 | Reduce 79.16% | 122,220 | $28.67 |
| Q3 2022 | -22,000 | Reduce 3.62% | 586,516 | $40.89 |
| Q2 2022 | -54,300 | Reduce 8.19% | 608,516 | $44.47 |
| Q1 2022 | -21,300 | Reduce 3.11% | 662,816 | $56.57 |
| Q4 2021 | +196,304 | Add 40.24% | 684,116 | $60.38 |
| Q3 2021 | +8,816 | Add 1.84% | 487,812 | $53.52 |
| Q2 2021 | -46,251 | Reduce 8.81% | 478,996 | $50.99 |
| Q1 2021 | +31,418 | Add 6.36% | 525,247 | $44.19 |
| Q4 2020 | +95,187 | Add 23.88% | 493,829 | $40.98 |
| Q3 2020 | +398,642 | New Buy | 398,642 | $32.83 |
| Q3 2016 | -16,313 | Sold Out | 0 | $0.00 |
| Q2 2016 | -4,079 | Reduce 20.00% | 16,313 | $21.76 |
| Q1 2016 | -22,657 | Reduce 52.63% | 20,392 | $23.10 |
| Q4 2015 | -2,417 | Reduce 5.32% | 43,049 | $20.81 |
| Q3 2015 | +45,466 | New Buy | 45,466 | $20.74 |
Jeremy Grantham's Brookfield Asset Management Investment FAQs
Jeremy Grantham first purchased Brookfield Asset Management Ltd. (BAM) in Q3 2015, acquiring 45,466 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Brookfield Asset Management Ltd. (BAM) for 23 quarters since Q3 2015.
Jeremy Grantham's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q3 2020, adding 398,642 shares worth $13.09 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 17,900 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $795,655.
As of the Q1 2026 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Brookfield Asset Management Ltd. (BAM) was 684,116 shares, as reported at the end of Q4 2021.