Bill Ackman Sees Upside on Brookfield Corporation (BN)

Brookfield Corporation (NYSE:BN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, accounting for 18.15% of the total portfolio.

As of the end of Q4 2025, billionaire investor Bill Ackman held 61.40 million shares of Brookfield Corporation (NYSE:BN) valued at $2.82 billion, a slight increase compared to $2.81 billion in Q3. With this, the company is the firm’s top holding.

Ackman’s investment thesis is straightforward, as he views the company as a structurally undervalued compounder. In its 2025 annual report, Pershing Square Holdings highlighted Brookfield Corporation (NYSE:BN) as a high-quality, asset-rich company with strong capital allocation and long-term growth potential. This outlook is tied to the rapid expansion of Brookfield Wealth Solutions, which manages $135 billion in insurance assets. The pending acquisition of Just Group is expected to broaden its annuity portfolio and strengthen its position in the UK. The annual report highlighted:

We continue to believe Brookfield is an extremely attractive investment with ~20% compounded growth in cash flows over the medium-term and the potential for substantial earnings multiple expansion from current levels.

At the same time, hedge fund sentiment improved modestly over the period, with the number of hedge funds holding positions in Brookfield Corporation (NYSE:BN) rising to 46 from 42, according to Insider Monkey's database. Meanwhile, the combined stake of those hedged funds rose to $6.5 billion from $6.29 billion, reflecting continued institutional interest in Brookfield’s diversified real asset platform.

Meanwhile, recent developments shed light on Brookfield’s strategic pivot toward emerging infrastructure themes.

On March 3, 2026, Brookfield Corporation (NYSE:BN) established a $1.00 billion unsecured commercial paper program to bolster its liquidity position. Additionally, on February 27, 2026, Brookfield’s AI infrastructure venture Radiant reached $1.30 billion valuation after its merger with Ori Industries, according to a Reuters report.

Brookfield Corporation (NYSE:BN) is a global investment firm that manages private and public investments. The company focuses on investing in real assets, including infrastructure, renewable power, real estate, private equity, and credit.

While we acknowledge the potential of BN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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