Mason Capital Bets Big on Brookdale Senior Living, Adds 1.1 Million Shares, According to Recent SEC Filing

6 days ago 12

Jake Lerch, The Motley Fool

Fri, March 6, 2026 astatine 9:02 AM CST 4 min read

Mason Capital Management disclosed a bargain of 1,109,977 shares of Brookdale Senior Living (NYSE:BKD) successful its February 17, 2026, SEC filing, with an estimated transaction worth of $10.91 cardinal based connected quarterly mean pricing.

According to a recent SEC filing dated February 17, 2026, Mason Capital Management accrued its holding successful Brookdale Senior Living by 1,109,977 shares. The estimated transaction value, based connected the mean closing terms during the quarter, was $10.91 million. The fund’s presumption successful Brookdale Senior Living roseate successful quarter-end worth by $17.72 million, a fig that reflects some further shares bought and underlying terms appreciation.

Trade direction: buy; post-trade involvement is 6.89% of 13F AUM.

Top 5 holdings aft the filing:

NYSE:ATS: $428.62 cardinal (76.3% of AUM)
NYSE:BKD: $38.69 cardinal (6.9% of AUM)
NASDAQ:SOLS: $30.79 cardinal (5.5% of AUM)
NYSE:CCO: $21.72 cardinal (3.9% of AUM)
NYSE:JBS: $18.83 cardinal (3.4% of AUM)

As of February 17, 2026, shares were priced astatine $16.64, up 213.96% implicit the anterior year.

Metric

Value

Revenue (TTM)	$3.20 billion
Net Income (TTM)	($263.00 million)
Market Capitalization	$3.96 billion
Price (as of marketplace adjacent 2/17/26)	$16.64

Brookdale Senior Living Inc. operates elder surviving communities crossed the United States, offering autarkic living, assisted living, representation care, and continuing attraction status communities (CCRCs).
The institution generates gross chiefly done nonmigratory fees for housing, care, and related services, with further income from managing communities for 3rd parties.
Brookdale's superior customers are middle- to upper-income seniors seeking broad residential and healthcare services tailored to varying levels of independency and aesculapian needs.

The institution maintains a diversified portfolio that includes autarkic living, assisted living, representation care, and continuing attraction status communities, serving a wide scope of elder residents with varying needs.

Mason Capital, a New York-based hedge fund, precocious purchased much than 1.1 cardinal shares of Brookdale Senior Living stock. Here’s what it means for investors.

First off, let’s recap wherever Brookdale banal has been. Shares are up an astonishing 327% implicit the past 3 years, equating to a compound yearly maturation complaint (CAGR) of 62.1%. For comparison, the S&P 500 has precocious by 69% implicit the aforesaid period, with a CAGR of 19%.

There are a fewer reasons for this exceptionally beardown performance. For one, there’s the aging U.S. population. There are present implicit 61 cardinal Americans property 65 oregon older. What’s more, this fig is steadily expanding arsenic the babe boomers scope status age. Brookdale, which provides residences for mediate and upper-income seniors, benefits arsenic the wide elder demographic grows successful size.

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