Partners Value Investments L.P.
Institutional investor · Portfolio as of Q1 2018
Top Holdings10 positions
| 85.8M | $3.3B | 90.9% | — | — | 5 qtrssince 2017-Q1 | Increased 100 | |
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | 3.3M | $138.6M | 3.8% | $15.74 | +12.33% | 5 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $69.3M | 1.9% | — | — | 5 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS | 1.7M | $61.8M | 1.7% | $14.89 | +45.13% | 5 qtrssince 2017-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $18.4M | 0.5% | — | — | 5 qtrssince 2017-Q1 | Unchanged 0 |
SIMON PPTY GROUP INC NEW | 105,900 | $16.3M | 0.4% | $104.11 | -2.62% | 4 qtrssince 2017-Q2 | Unchanged 0 |
CENOVUS ENERGY INC | 1.5M | $13M | 0.4% | $8.32 | -10.97% | 5 qtrssince 2017-Q1 | Unchanged 0 |
FORD MTR CO DEL | 733,250 | $8.1M | 0.2% | $7.26 | +0.96% | 5 qtrssince 2017-Q1 | Decreased 0 |
CANADIAN IMP BK COMM | 66,200 | $5.8M | 0.2% | $30.37 | +0.83% | 3 qtrssince 2017-Q3 | Decreased 0 |
QUALCOMM INC | 62,000 | $3.4M | 0.1% | $48.08 | -5.59% | 5 qtrssince 2017-Q1 | Unchanged 0 |
Partners Value Investments L.P. manages $3.7B across 10 positions as of Q1 2018. Top holdings: BAM/A (90.9%), BIP (3.8%), BPY (1.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Active quarter - 0 new positions, 8 exits, 1 increased. Top move: BAM/A (INCREASED, conviction 100). Portfolio: $3.7B across 10 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