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SCHEDULE Filed 2025-02-05 Event 2025-02-04 SEC 0001104659-25-009794 →

Partners Value Investments L.P. Brookfield Asset Management Ltd. BAM

Stake: 1.90% Shares: 30,807,960 CUSIP: 113004105 Class: Class A Limited Voting Shares

Item 4 — Purpose of Transaction

Item 4 of the Original Schedule 13D is hereby amended and restated as follows: On February 4, 2025, the Corporation and the Issuer completed a plan of arrangement (the "Arrangement") pursuant to the Business Corporations Act (British Columbia) pursuant to which, among other things, the Issuer effected an issuance of 1,194,021,145 Class A Shares to the Corporation and certain of its subsidiaries in exchange for common shares of Brookfield Asset Management ULC held by the Corporation and certain of its subsidiaries on a one-for-one basis. Upon completion of the Arrangement, the Issuer has 1,637,198,026 issued and outstanding Class A Shares, resulting in the Reporting Persons beneficially owning 1.9% of the Issuer's outstanding Class A Shares.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
2 13D/G filings on this issuer
1 other filing besides this one
Filer Track Record
1 filings by this filer
0 other filings in the data moat
Short Interest · settle 2026-03-31
DTC 4.36
17,854,290 shares short · +12.9% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $2.77M
Point72 Asset Mgmt

Post-Filing Returns · since 2025-02-04 on BAM

+1 day
+1.0%
+5 days
+0.8%
+30 days
-11.3%
+60 days
-23.2%
+90 days
-4.9%
+180 days
+9.1%

Anchor price 54.79 on closest trading day on/after 2025-02-04. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on Brookfield Asset Management Ltd.

FiledFormFilerStakeShares
2026-04-06 SCHEDULE 13D/A BROOKFIELD Corp /ON/ 72.80% 1,193,021,145 view →

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