Data as of Q4 2025 (Dec 31, 2025)

RPOA Advisors, Inc.

โ€ขCIK: 1963326โ€ขFiling: Q4 2025

RPOA Advisors, Inc., led by renowned investor Paul Singer, is known for its concentrated, activist approach, currently holding a significant 43.6% stake in Brookdale Asset Management (BKLC). The fund's strategy emphasizes high-conviction bets, with its top holdings reflecting a focus on financial and healthcare sectors, notably Brookdale Asset Management, Brookfield Asset Management (BKAG), and Brookfield Property Partners (BKMC).

Total AUM
$3.9B
QoQ Performance
+0.3%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

BKLC
BKAG
BKMC
BKIE
BKHY
BKLC43.6%
BKAG27.9%
BKMC11.7%
BKIE10.0%
BKHY6.0%
BKUI0.8%

๐Ÿ“ˆ Biggest Buys

BKHY
BNY MELLON ETF TRUST
+5.7%
6.0% of portfolio
BKMC
BNY MELLON ETF TRUST
+0.2%
11.7% of portfolio

๐Ÿ“‰ Biggest Sells

BKLC
BNY MELLON ETF TRUST
-2.2%
43.6% of portfolio
BKIE
BNY MELLON ETF TRUST
-0.3%
10.0% of portfolio
BKUI
BNY MELLON ETF TRUST
-0.9%
0.8% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

โ†‘2 increased
โ†“4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024