Follow-The-Filings

Security

BKD

Brookdale Sr Living Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 1 exit max 1.5% (Senator Investment Group LP)

grid → activity →
owners 14
max % 1.5%
tracked value $562M
qoq N 1 A 6 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Senator Investment Group LP 2026 Q1 1.5% Reduce +0.07 pp 2,459,263 $34M hist
Third Avenue Management LLC 2026 Q1 1.0% New 1.0% 463,664 $6M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.06 pp 7,663,564 $105M hist
Polen Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 420,374 $6M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 3,453,217 $47M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 1,865,584 $26M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 3,158,273 $43M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 3,024,604 $41M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 690,938 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 526,638 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 21,949,838 $237M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 96,816 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 55,838 $764 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 36,965 $506 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 2,605,097 $28M hist

14 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.02B $3.13B $3.19B
Gross profit $746.7M $799.31M $837.55M
Gross margin * 24.8% 25.6% 26.2%
Net income -$189.01M -$201.94M -$262.69M
Net margin * -6.3% -6.5% -8.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $478.37M $512.94M $553.94M
Total non-current assets * $5.1B $5.82B $5.4B
Total assets $5.57B $6.34B $5.95B
Total current liabilities $600.12M $579.76M $567.92M
Total non-current liabilities * $4.57B $5.54B $5.43B
Total equity $403.66M $212.48M -$44.75M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $162.92M $166.18M $218.03M
Cash from investing -$113.36M -$278.07M -$455.95M
Cash from financing -$174.44M $142.06M $201.09M
Net change in cash -$124.88M $30.17M -$36.83M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders