Bill Ackman's Pershing Square Capital is pursuing an AI value investing strategy by buying undervalued AI-related stocks and selling when they become overpriced. His portfolio includes Brookfield (18%), Amazon (14%), Alphabet (14%), and Meta Platforms, with a focus on infrastructure and cloud computing plays. Ackman recently sold some Alphabet due to valuation concerns while adding to Meta and Amazon positions.

Brookfield Property Partners has filed its 2025 annual report with the SEC and Canadian securities authorities, including audited financial statements for the year ended December 31, 2025. The company also announced quarterly dividends on its listed preferred units.

TransAlta Corporation reported 2025 results with adjusted EBITDA of $1,104 million and free cash flow of $514 million. The company announced an 8% dividend increase (seventh consecutive year), secured a data centre agreement with Canada Pension Plan Investments and Brookfield for up to 1 GW of load in Alberta, closed the acquisition of Far North Power for $95 million, and signed a long-term tolling agreement to convert Centralia Unit 2 from coal to natural gas. For 2026, TransAlta expects adjusted EBITDA of $950-1,050 million and FCF of $350-450 million.

Maestria Partners LLC significantly increased its stake in Shift4 Payments by purchasing 143,763 shares worth approximately $10.16 million in Q4 2025, bringing its position to 9.5% of fund AUM. The investment represents a contrarian move as Shift4's stock has declined 51.1% over the past year, despite strong financial performance with 22% revenue growth and 39% operating income growth.

Motley Fool contributor Jason Hall identifies three stocks he believes are resilient enough to hold during a market downturn: MercadoLibre, Brookfield Corporation, and Berkshire Hathaway. These companies are positioned as long-term holdings that can weather future stock market crashes.

Rockpoint Gas Storage Inc. (TSX:RGSI) reported record third fiscal quarter 2026 results with net earnings of $88 million (up 52% YoY) and record Adjusted EBITDA of $116 million (up 20% YoY). The company declared a quarterly dividend of US$0.22 per class A common share and highlighted strong performance from its Take-or-Pay and Optimization businesses driven by elevated natural gas price volatility. Management expressed confidence in delivering 15%+ annual total shareholder returns long-term.

Brookfield Property Partners announced quarterly distributions on its Class A Nasdaq-listed preferred units (BPYPP, BPYPO, BPYPN, BPYPM) ranging from $0.359375 to $0.40625 per unit, payable on March 31, 2026, to shareholders of record as of February 27, 2026.

Capital Planning LLC initiated a new position in the Akre Focus ETF (AKRE), purchasing 114,952 shares worth $7.45 million, representing 2.1% of its assets under management. The move suggests the fund believes active stock selection can add value, with AKRE delivering 15.5% annualized returns over three years through a concentrated portfolio of quality companies with durable competitive advantages.

Affiance Financial initiated a new $43 million position in the Akre Focus ETF (AKRE) in Q4 2025, acquiring 656,658 shares. The investment represents 6.92% of the firm's assets under management, making it the fourth-largest holding after broad market index funds. AKRE is a concentrated ETF holding just 20 high-quality U.S. stocks using Chuck Akre's disciplined investment approach, with top holdings including Mastercard, Brookfield, and Visa.

S.A. Mason invested $3 million in the Akre Focus ETF (AKRE), purchasing 45,209 shares in Q4. Despite the bull market, AKRE has declined 10% since its October launch, underperforming the S&P 500's 1% gain. The fund employs a concentrated strategy focused on high-quality U.S. equities with strong management and reinvestment potential, with top holdings including Mastercard, Brookfield, and Constellation Software.

Blackstone and Brookfield, two major alternative asset managers with over $1 trillion in AUM each, have both delivered strong returns exceeding the S&P 500. Blackstone focuses on asset management with steady fee generation and returns most profits via dividends and buybacks. Brookfield combines asset management with a wealth platform and operating businesses, projecting 25%+ annual earnings growth. Despite Brookfield's stronger growth outlook and undervalued stock price relative to intrinsic value, both companies are positioned to enrich investors going forward.

Bill Ackman's Pershing Square Capital has concentrated 56% of its $16.5 billion portfolio in three stocks: Alphabet, Brookfield Corporation, and Uber Technologies. Ackman invested in Alphabet when he believed the market underappreciated its AI capabilities, and the company has since shown strong growth in Google Cloud and AI integration. Brookfield is benefiting from growing carried interest revenue and its expanding insurance business. Uber is positioned as a key partner for autonomous vehicle companies and is showing strong user growth and operating leverage.