BROOKFIELD Corp /ON/

Brookfield Corporation's $74.2B 13F is unlike a typical money manager's — it is dominated by strategic stakes in affiliated Brookfield entities. Brookfield Asset Management (BAM) alone is 71.4% of reported holdings, with Cheniere Energy Partners (CQP, 8.8%), Brookfield Business (BBUC, 6.1%) and Brookfield Corporation units rounding out the core. Around that structural anchor sits a focused energy-infrastructure and utilities satellite book. Q1 activity in that sleeve was modest: small adds to NiSource, Kinder Morgan, Southwest Gas and Equinix; new positions in Plains All American, Golar LNG, CMS Energy and KKR. The book holds just 136 positions, and assets eased from $80.8B to $74.2B.