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Night Watch Investment Management's investment thesis on Brookdale Senior Living ($BKD) — Q1 2026 | Buyside Digest

$BKDNYSEBrookdale Senior Living

BULL

Night Watch Investment Management—BKD

Fund Letter

Q1 2026

Published April 1, 2026

$14.56USD

+23.7% vs last month

$13.95Pitched

+4.4% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

We booked very strong performance on our position in Brookdale (BKD), an operator of senior living facilities. We have previously...

— Roderick van Zuylen

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