Ackman made a couple of big moves in Pershing Square's portfolio.Bill Ackman is one of the most closely followed investment managers on Wall Street. His Pershing Square Capital Management hedge fund holds just a handful of high-conviction positions, and he typically holds those positions for the long run.Ackman is often forthcoming with the biggest moves in his portfolio. He'll usually disclose new trades through his social media accounts or monthly updates to his hedge fund investors. But Pershing Square's ...

Paris, August 26, 2025, at 8.30 AM CEST Danone further accelerates its Renew transformation and announces the next stage of its leadership structure Danone announces today an evolution of its leadership structure. The company will operate through 3 geographies: EMEA, Asia Pacific and Americas. This leaner organization marks a further step in the deployment of the second chapter of Renew Danone. It will further enhance the company’s agility and market impact. To this effect, as of January 1st, 2026: Pablo Pe ...

This company has been a wealth-building machine.Brookfield Corporation (BN 2.70%) has consistently delivered impressive wealth-building returns, averaging over 15% annually for investors during the past 30 years. This remarkable performance has surpassed that of the S&P 500 index and many of the world's great companies. Here's a look at how much money you'd have today if you'd invested $1,000 in Brookfield stock five years ago. A really fast growerBrookfield Corporation has delivered a robust 19.2% average ...

I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. Analyst's Disclosure:I/we have a beneficial long position in the shares of BIP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose ...

Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. We have three core businesses: Alternative Asset Management, Wealth Solutions, and our Operating Businesses which are in renewable power, infrastructure, business and industrial services, and real estate. We have a track record of delivering 15%+ annualized returns to shareholders for over 30 years, supported by our unrivaled investment and operational experience ...

Analyst's Disclosure:I/we have a beneficial long position in the shares of BEP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged a ...

Core Insights - The article expresses a personal opinion regarding investment positions in BNJ and BEPI, indicating a beneficial long position in these shares [1] Group 1 - The information provided is intended solely for informational purposes and should not be construed as a solicitation for buying or selling securities [2] - It emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [2] - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are made [3]

Group 1 - Brookfield Asset Management (NYSE: BAM) is viewed as a valuable investment despite trading at a premium compared to peers, indicating strong underlying rationale for this premium [1] - The company is recognized for its focus on equity valuation, market trends, and portfolio optimization, which are essential for uncovering high-growth investment opportunities [1] - The investment approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends and corporate earnings [1]

Core Viewpoint - Partners Value Split Corp. reported a net asset value per unit of $157.55 as of June 30, 2025, reflecting a strong financial position and growth in income and comprehensive income compared to the previous year [1][2]. Financial Performance - Income available for distribution for the six months ended June 30, 2025, was $48 million, an increase from $42 million in the prior year, primarily due to higher dividend rates from Brookfield Corporation and Brookfield Asset Management Ltd. [2][4] - Net comprehensive income reached $533 million, significantly up from $159.77 million in the prior period, driven by higher unrealized mark-to-market gains on shares of Brookfield Corporation and Brookfield Asset Management [2][4]. - The fair value of Brookfield Corporation shares was $61.85 as of June 30, 2025, up from $57.45 at the end of 2024, while Brookfield Asset Management shares had a fair value of $55.28, compared to $54.19 at the end of 2024 [2][4]. Investment Holdings - As of June 30, 2025, the Company owned 120 million Class A Limited Voting shares of Brookfield Corporation and 30 million Class A Limited Voting shares of Brookfield Asset Management, which generate cash flow through dividend payments [4][5][6]. - The Company's investment in Brookfield Corporation represents approximately an 8% interest, while the investment in Brookfield Asset Management represents about a 2% interest [5][6]. Dividend Information - The Company reported distributions paid on senior preferred shares and debentures amounting to $16.87 million for the six months ended June 30, 2025, compared to $15.83 million in the prior year [4]. - Income available for distribution to junior preferred and capital shares was $31.39 million, up from $26.55 million in the previous year [4]. Asset Management Overview - Brookfield Corporation is recognized as a leading global investment firm focused on long-term wealth creation across three core businesses: asset management, wealth solutions, and operating businesses [5]. - Brookfield Asset Management Ltd. is noted for managing over $1 trillion in assets across various sectors, including real estate, infrastructure, and private equity [6].

Financial Performance - The Partnership reported a net loss of $6.2 million for the quarter ended June 30, 2025, a significant decrease from a net income of $21.6 million in the same quarter of the previous year, primarily due to unfavorable foreign currency movements and higher tax recoveries in the prior year [2][4] - Investment income for the quarter included $26.241 million in dividends and $6.450 million in other investment income, totaling $32.691 million, compared to $27.589 million in the prior year quarter [4] - Operating expenses decreased to $1.048 million from $1.301 million year-over-year, while financing costs remained relatively stable at $2.501 million compared to $2.545 million in the previous year [4] Investment Portfolio - The Partnership holds approximately 121 million Class A Limited Voting Shares of Brookfield Corporation (BN) and approximately 31 million Class A Limited Voting Shares of Brookfield Asset Management Ltd. (BAM), representing about 8% and 2% interests in BN and BAM, respectively, as of June 30, 2025 [5] - The market prices for BN and BAM shares as of June 30, 2025, were $61.85 and $55.28, respectively, with prices increasing to $65.60 and $62.11 by August 14, 2025 [3] Financial Position - As of June 30, 2025, total assets amounted to $10.329 billion, an increase from $9.640 billion at the end of 2024, with significant investments in Brookfield Corporation and Brookfield Asset Management [6] - The Partnership's liabilities included $1.271 billion, with preferred shares totaling $1.010 billion, reflecting an increase from $939 million at the end of 2024 [6] - The net book value at the end of the period was $9.010 billion, with a per unit value of $11.47, adjusted for a ten-for-one unit split effective August 8, 2025 [4][6]