Partners Value Investments L.P.
Institutional investor · Portfolio as of Q1 2024
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP /CAD/ | 121M | $5.1B | 74.2% | $20.54 | +34.42% | 3 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD ASSET MGMT-A-W/I | 30.8M | $1.3B | 19.0% | $30.97 | +28.15% | 3 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD REINS LTD CL A-1 EXCH NONV | 7.4M | $307.2M | 4.5% | — | — | 2 qtrssince 2023-Q4 | Increased 64 |
BROOKFIELD BUSINESS PARTNERS | 2.9M | $65M | 1.0% | $14.92 | +46.05% | 21 qtrssince 2017-Q1 | Unchanged 0 |
| 821,921 | $34.3M | 0.5% | — | — | — | Increased 49 | |
BROOKFIELD BUSINESS CORP | 757,259 | $18.3M | 0.3% | $17.77 | +33.91% | 3 qtrssince 2023-Q3 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 194,375 | $14.1M | 0.2% | $82.38 | -15.46% | 3 qtrssince 2023-Q3 | Unchanged 0 |
ISHARES TR | 241,302 | $10.3M | 0.2% | $30.72 | +21.08% | 8 qtrssince 2020-Q2 | Unchanged 0 |
MPLX LP | 160,500 | $6.7M | 0.1% | $28.98 | +22.33% | 3 qtrssince 2023-Q3 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 36,515 | $4M | 0.1% | $110.71 | -9.66% | 7 qtrssince 2020-Q3 | Unchanged 0 |
AT&T INC | 219,000 | $3.9M | 0.1% | $13.13 | +21.40% | 3 qtrssince 2023-Q3 | Unchanged 0 |
Partners Value Investments L.P. manages $6.8B across 11 positions as of Q1 2024. Top holdings: BN (74.2%), BAM (19.0%), BNRE/A (4.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Increased 2. Top move: BNRE/A (INCREASED, conviction 64). Portfolio: $6.8B across 11 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