Partners Value Investments L.P.
Institutional investor · Portfolio as of Q1 2026
Top Holdings6 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP | 181.4M | $7.3B | 78.6% | $29.12 | +50.15% | 11 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD ASSET MANAGMT LTD | 29.6M | $1.3B | 14.1% | $30.97 | +50.85% | 11 qtrssince 2023-Q3 | Decreased 0 |
BROOKFIELD WEALTH SOL LTD | 12.3M | $510.1M | 5.5% | $39.08 | +11.86% | 7 qtrssince 2024-Q3 | Unchanged 0 |
| 5.2M | $164.7M | 1.8% | $34.91 | -11.23% | 1 qtr | New 72 | |
META PLATFORMS INC | 11,619 | $6.6M | 0.1% | $732.54 | -8.65% | 4 qtrssince 2025-Q2 | Unchanged 0 |
ALPHABET INC | 22,500 | $6.5M | 0.1% | $177.99 | +99.47% | 4 qtrssince 2025-Q2 | Unchanged 0 |
Partners Value Investments L.P. manages $9.3B across 6 positions as of Q1 2026. Top holdings: BN (78.6%), BAM (14.1%), BNT (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Added 1 new position, exited 2, trimmed 1. Top move: BBUC (NEW, conviction 72). Portfolio: $9.3B across 6 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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View plansCost 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