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Ray Dalio's Brookfield Asset Management Ltd. (BAM) position

Yes: as of Q1 2026, Ray Dalio holds 30K shares of BAM worth $1.4M (0.0% 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
$1.4M
Shares held
30K
% of portfolio
0.0%
Est. average buy price (i)
$48.84
Quarter-end price
$44.45

Estimated trade prices

Average price in quarters with purchases
$49.67
Average prices in quarters with sales
  • Q2 2025: $53.68 (138K shares sold)

BAM price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$20$40$60$802023202420252026New position of 54K shares · Q3 2023. Average closing price $33.76 · Price range $31.08–$36.0554KsharespurchasedAdded 11K shares (21.4%) · Q4 2023. Average closing price $33.80 · Price range $28.67–$40.4311KsharespurchasedNew position of 220K shares · Q1 2025. Average closing price $54.51 · Price range $45.62–$61.36220KsharespurchasedSold 138K shares (62.6%) · Q2 2025. Average closing price $53.68 · Price range $42.90–$59.68138KsharessoldNew position of 30K shares · Q1 2026. Average closing price $48.84 · Price range $42.87–$55.1430Ksharespurchased← Earlier —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 New +30K +$1.5M – 30K May 15, 2026
Q2 2025 Reduced −138K −$7.4M −62.6% 82K Aug 13, 2025
Q1 2025 New +220K +$12M – 220K May 14, 2025
Q4 2023 Added +11K +$389K +21.4% 65K Feb 14, 2024
Q3 2023 New +54K +$1.8M – 54K Nov 13, 2023
Q2 2022 Reduced −331 – −2.0% 16K Aug 11, 2022
Q1 2022 Unchanged – – – 16K May 13, 2022
Q4 2021 Reduced −4 – 0.0% 16K Feb 14, 2022
No change · Q2–Q3 2021 (2 quarters)
No change – – – 16K –
Q1 2021 First covered – – – 16K May 14, 2021
Data through Q1 2026 · filed May 15, 2026
10 grouped rows from 11 quarters

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Common questions

Does Ray Dalio own BAM?

Yes. As of Q1 2026, Ray Dalio disclosed 30K shares of BAM, worth $1.4M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy BAM?

Ray Dalio 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 Ray Dalio sell BAM?

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

How many shares of BAM does Ray Dalio own?

Ray Dalio disclosed 30K shares of BAM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for BAM?

Ray Dalio's estimated average buy price for BAM is $48.84, 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.