Partners Value Investments L.P.
Institutional investor · Portfolio as of Q2 2026
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP | 181.4M | $7.7B | 78.9% | $29.12 | +41.91% | 12 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD ASSET MANAGMT LTD | 29.6M | $1.3B | 13.5% | $30.97 | +68.29% | 12 qtrssince 2023-Q3 | Unchanged 0 |
Brookfield Wealth Solut | 12.3M | $525.6M | 5.4% | $39.08 | +5.85% | 8 qtrssince 2024-Q3 | Unchanged 0 |
| 5.2M | $153.9M | 1.6% | $34.91 | -19.88% | 2 qtrssince 2026-Q1 | Decreased 0 | |
DIAGEO PLC | 609,150 | $49M | 0.5% | $80.38 | +15.69% | 1 qtr | New 51 |
ALPHABET INC | 22,500 | $7.9M | 0.1% | $177.99 | +92.64% | 5 qtrssince 2025-Q2 | Unchanged 0 |
META PLATFORMS INC | 11,619 | $6.5M | 0.1% | $732.54 | -21.09% | 5 qtrssince 2025-Q2 | Unchanged 0 |
Partners Value Investments L.P. manages $9.8B across 7 positions as of Q2 2026. Top holdings: BN (78.9%), BAM (13.5%), BNT (5.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Added 1 new position, trimmed 1. Top move: DEO (NEW, conviction 51). Portfolio: $9.8B across 7 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR