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Jim Simons's Brookfield Asset Management Ltd. (BAM) position

Yes: as of Q1 2026, Jim Simons holds 1.1M shares of BAM worth $49M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$49M
Shares held
1.1M
% of portfolio
0.1%
Est. average buy price (i)
$50.12
Quarter-end price
$44.45

Estimated trade prices

Average price in quarters with purchases
$47.68
Average prices in quarters with sales
  • Q2 2025: $53.68 (93K shares sold)
  • Q4 2024: $54.00 (8K shares sold)
  • Q3 2023: $33.76 (120K shares sold)
  • Q2 2023: $32.16 (30K shares sold)
  • Q1 2023: $32.48 (81K shares sold)
  • Q4 2022: $30.09 (926K shares sold)

BAM price vs Simons's position

1Y 3Y 5Y MAX
Dates
$20$40$60$802023202420252026Sold 926K shares (74.7%) · Q4 2022. Average closing price $30.09 · Price range $27.11–$33.01926KsharessoldSold 81K shares (25.8%) · Q1 2023. Average closing price $32.48 · Price range $28.46–$35.6481KsharessoldSold 30K shares (12.9%) · Q2 2023. Average closing price $32.16 · Price range $30.52–$33.8630KsharessoldSold 120K shares (59.3%) · Q3 2023. Average closing price $33.76 · Price range $31.08–$36.05120KsharessoldNew position of 144K shares · Q1 2024. Average closing price $40.43 · Price range $37.84–$42.65144KsharespurchasedAdded 165K shares (114.9%) · Q2 2024. Average closing price $39.31 · Price range $37.29–$41.97165KsharespurchasedAdded 64K shares (20.6%) · Q3 2024. Average closing price $41.90 · Price range $37.50–$47.7064KsharespurchasedSold 8K shares (2.2%) · Q4 2024. Average closing price $54.00 · Price range $47.03–$59.078KsharessoldAdded 14K shares (3.7%) · Q1 2025. Average closing price $54.51 · Price range $45.62–$61.3614KsharespurchasedSold 93K shares (24.7%) · Q2 2025. Average closing price $53.68 · Price range $42.90–$59.6893KsharessoldNew position of 288K shares · Q4 2025. Average closing price $53.76 · Price range $49.41–$58.77288KsharespurchasedAdded 816K shares (283.7%) · Q1 2026. Average closing price $48.84 · Price range $42.87–$55.14816Ksharespurchased← Earlier —3 purchases, 2 sells
Average closing price · filing quarter
$48.84
Price range · filing quarter
$42.87 – $55.14
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +816K +$40M +283.7% 1.1M May 14, 2026
Q4 2025 New +288K +$15M – 288K Feb 12, 2026
Q2 2025 Reduced −93K −$5.0M −24.7% 284K Aug 13, 2025
Q1 2025 Added +14K +$736K +3.7% 377K May 14, 2025
Q4 2024 Reduced −8K −$443K −2.2% 364K Feb 13, 2025
Q3 2024 Added +64K +$2.7M +20.6% 372K Nov 13, 2024
Q2 2024 Added +165K +$6.5M +114.9% 308K Aug 9, 2024
Q1 2024 New +144K +$5.8M – 144K May 13, 2024
Q3 2023 Reduced −120K −$4.0M −59.3% 82K Nov 14, 2023
Q2 2023 Reduced −30K −$965K −12.9% 202K Aug 11, 2023
Q1 2023 Reduced −81K −$2.6M −25.8% 232K May 12, 2023
Q4 2022 Reduced −926K −$28M −74.7% 313K Feb 13, 2023
Q3 2022 Added +474K – +62.0% 1.2M Nov 14, 2022
Q2 2022 New +765K – – 765K Aug 12, 2022
Q4 2021 Reduced −400K – −79.9% 100K Feb 11, 2022
Q3 2021 Added +237K – +90.0% 500K Nov 12, 2021
Q2 2021 Reduced −446K – −62.9% 263K Aug 13, 2021
Q1 2021 First covered – – – 710K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
18 grouped rows from 18 quarters

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Common questions

Does Jim Simons own BAM?

Yes. As of Q1 2026, Jim Simons disclosed 1.1M shares of BAM, worth $49M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy BAM?

Jim Simons held BAM since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell BAM?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in BAM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of BAM does Jim Simons own?

Jim Simons disclosed 1.1M shares of BAM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for BAM?

Jim Simons's estimated average buy price for BAM is $50.12, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.