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VAC · BN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VACBN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VAC
  • BN
051015202120222023202420252026
Holders and value by quarter
QuarterVACBN
Q3 20203 holders, $27mnone listed holders, n.a.
Q4 20202 holders, $21mnone listed holders, n.a.
Q1 20215 holders, $210mnone listed holders, n.a.
Q2 20215 holders, $251mnone listed holders, n.a.
Q3 20213 holders, $37mnone listed holders, n.a.
Q4 20212 holders, $56mnone listed holders, n.a.
Q1 20221 holders, $24mnone listed holders, n.a.
Q2 20223 holders, $34mnone listed holders, n.a.
Q3 20222 holders, $57mnone listed holders, n.a.
Q4 20226 holders, $71m12 holders, $2.8bn
Q1 20234 holders, $66m10 holders, $2.3bn
Q2 20235 holders, $58m11 holders, $2.5bn
Q3 20236 holders, $67m8 holders, $2.2bn
Q4 20238 holders, $65m9 holders, $4.5bn
Q1 20249 holders, $108m11 holders, $4.6bn
Q2 20245 holders, $64m11 holders, $4.9bn
Q3 20245 holders, $74m13 holders, $8.1bn
Q4 20246 holders, $165m13 holders, $9.2bn
Q1 20252 holders, $35m13 holders, $8.9bn
Q2 20253 holders, $77m13 holders, $10.9bn
Q3 20251 holders, $47m15 holders, $12.5bn
Q4 20252 holders, $16m15 holders, $14.2bn
Q1 20262 holders, $21m14 holders, $11.1bn
Q2 20262 holders, $13m15 holders, $10.7bn
VAC

Marriott Vacations Worldwide

Holders
2
Reported value
$35m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

Real estate
BN

Brookfield Corp

Holders
13
Reported value
$8.9bn
Buyers
7
Sellers
5

Breadth +2 among 95 comparable managers.

Real estate

Who holds both, Q1 2025

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only VAC (2)

Holocene Advisors LP, Point72 Asset Management LP

Only BN (13)

Akre Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Pershing Square Capital Management LP, Soroban Capital Partners LP, Third Point LLC, Voloridge Investment Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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