Partners Value Investments L.P.
Institutional investor · Portfolio as of Q1 2019
SEC EDGAR SourceSEC Filings
Partners Value Investments L.P. manages $4.3B across 8 positions as of Q1 2019. Top holdings: BAM/A (93.7%), BIP (2.3%), BPY (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Q1 2019 Summary
Added 1 new position, exited 2, trimmed 2. No standout high-conviction moves this quarter. Portfolio: $4.3B across 8 positions.
Top holdings by portfolio weight
BAM/A93.67%
BIP2.26%
BPY1.74%
BBU1.38%
CHK0.39%
CVE0.34%
F0.15%
SDRLF0.07%
SPG0.00%
CM0.00%
Portfolio allocation by GICS sector
Unknown95.87%
Utilities2.26%
Industrials1.38%
Energy0.34%
Consumer Cyclical0.15%
Behavioral investing profile
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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.
Holdings8 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 85.8M | $4B | 93.7% | — | — | 9 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD INFRASTRUCTRE | 2.3M | $96.7M | 2.3% | $15.74 | +18.55% | 9 qtrssince 2017-Q1 | Decreased 0 |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $74.3M | 1.7% | — | — | 9 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS Unit Ltd Partnership | 1.5M | $59.2M | 1.4% | $14.89 | +60.51% | 9 qtrssince 2017-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $16.9M | 0.4% | — | — | 9 qtrssince 2017-Q1 | Unchanged 0 |
CENOVUS ENERGY INC | 1.2M | $14.3M | 0.3% | $8.32 | +270.30% | 9 qtrssince 2017-Q1 | Decreased 0 |
FORD MTR CO | 733,250 | $6.4M | 0.2% | $7.26 | -14.88% | 9 qtrssince 2017-Q1 | Unchanged 0 |
SEADRILL LTD | 349,931 | $2.9M | 0.1% | — | — | 1 qtr | New 39 |
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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