LOS ANGELES, CA
BROOKFIELD OAKTREE HOLDINGS, LLCOAK-PA— Latest position per institution from SEC 13F filings
15
Institutional holders
437.84K
Total shares held
690.19K
Estimated value
109.46K
Avg. position size
COMERICA BANK
CIK 901541
Shares
404K
Value
0.00
Filed
Jun 30, 2023
STERLING CAPITAL MANAGEMENT LLC
CIK 1329883
Shares
33.31K
Value
679.19K
Filed
Sep 30, 2026
LANARK FINANCIAL, INC.
CIK 791540
Shares
400.00
Value
8.39K
Filed
Dec 31, 2025
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
CIK 1121477
Shares
125.00
Value
2.61K
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | COMERICA BANK | 901541 | 404K | 0.00 | Jun 30, 2023 |
| 2 | STERLING CAPITAL MANAGEMENT LLC | 1329883 | 33.31K | 679.19K | Sep 30, 2026 |
| 3 | LANARK FINANCIAL, INC. | 791540 | 400.00 | 8.39K | Dec 31, 2025 |
| 4 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | 125.00 | 2.61K | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.