Brookfield Oaktree Holdings (OAK-PA) Long-Term Investments (2011 - 2026)

Brookfield Oaktree Holdings (OAK-PA) has reported Long-Term Investments for 16 consecutive years, with $5.5 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Long-Term Investments rose 18.29% year-over-year to $5.5 billion; the trailing twelve-month figure through Jun 2026 stood at $5.5 billion (up 18.29% YoY), and the FY2025 full-year result was $5.0 billion, up 1.34% from the prior year.
• Long-Term Investments rose to $5.5 billion in Q2 2026 per OAK-PA's latest filing, from $5.4 billion in the prior quarter.
• Across five years, Long-Term Investments topped out at $67.5 billion in Q4 2023 and bottomed at $3.9 billion in Q4 2022.
• Historically, Long-Term Investments has averaged $9.6 billion across 5 years, with a median of $5.0 billion in 2024.
• The sharpest annual moves came in 2023 and 2024: Long-Term Investments soared 1626.21% in 2023, then tumbled 92.67% in 2024.
• Over 5 years, Long-Term Investments stood at $3.9 billion in 2022, then jumped by 1626.21% to $67.5 billion in 2023, then sank by 92.67% to $4.9 billion in 2024, then rose by 1.34% to $5.0 billion in 2025, then increased by 10.03% to $5.5 billion in 2026.
• According to Business Quant data, Long-Term Investments over the past three periods registered $5.5 billion, $5.4 billion, and $5.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.