Partners Value Investments L.P.
Institutional investor · Portfolio as of Q1 2021
Top Holdings6 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 128.8M | $5.7B | 97.6% | — | — | 17 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $64.3M | 1.1% | — | — | 17 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS | 1.5M | $60.1M | 1.0% | $14.89 | +62.39% | 17 qtrssince 2017-Q1 | Unchanged 0 |
ISHARES TR | 241,302 | $11.1M | 0.2% | $30.72 | +9.55% | 4 qtrssince 2020-Q2 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 36,515 | $4.7M | 0.1% | $110.71 | -2.53% | 3 qtrssince 2020-Q3 | Unchanged 0 |
SEADRILL LTD | 349,931 | $73,000 | 0.0% | — | — | 9 qtrssince 2019-Q1 | Unchanged 0 |
Partners Value Investments L.P. manages $5.9B across 6 positions as of Q1 2021. Top holdings: BAM/A (97.6%), BPY (1.1%), BBU (1.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Exited 2. No standout high-conviction moves this quarter. Portfolio: $5.9B across 6 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