Current Value of Holding

$129M

Shares

2.91M

% of Portfolio

0.38%

Average Buy Price

$40

Avg closing price
Price range

14 Ron Baron Brookfield Trades

Ron Baron acquired 2.91M Brookfield shares worth $129M. That's 0.38% of their equity portfolio (47th largest holding). The first Brookfield trade was made in Q4 2022. Since then Ron Baron bought shares seven more times and sold shares on six occasions. The stake costed the investor $116M, netting the investor a gain of 11% so far.

Avg closing price
Price range
Sold 20.1% shares (-730k shares) Q1 2026
Avg closing price $45.26
Price range $38.26 - $49.17
Increased shares by 0.9% (+32.5k shares) Q4 2025
Avg closing price $48.05
Price range $43.00 - $68.71
Sold 4.3% shares (-162k shares) Q3 2025
Avg closing price $66.46
Price range $61.98 - $72.73
Increased shares by 24.5% (+740k shares) Q2 2025
Avg closing price $55.59
Price range $44.69 - $61.85
Sold 15.7% shares (-562k shares) Q1 2025
Avg closing price $56.70
Price range $48.64 - $62.05
Increased shares by 22.7% (+663k shares) Q4 2024
Avg closing price $56.51
Price range $52.40 - $61.51
Increased shares by 62.6% (+1.13M shares) Q3 2024
Avg closing price $47.34
Price range $40.93 - $53.42
Sold 6.9% shares (-133k shares) Q2 2024
Avg closing price $41.78
Price range $38.58 - $44.85
Increased shares by 6.7% (+120k shares) Q1 2024
Avg closing price $40.45
Price range $38.17 - $42.33
Sold 43.3% shares (-1.38M shares) Q4 2023
Avg closing price $34.05
Price range $29.14 - $40.74
Sold 35.9% shares (-1.79M shares) Q3 2023
Avg closing price $33.79
Price range $31.27 - $36.10
Increased shares by 4.0% (+192k shares) Q2 2023
Avg closing price $31.79
Price range $30.04 - $33.65
Increased shares by 2.1% (+98.6k shares) Q1 2023
Avg closing price $33.78
Price range $28.62 - $38.17
New holding (+4.69M shares) Q4 2022
Avg closing price $33.83
Price range $30.75 - $38.41

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