Partners Value Investments L.P.
Institutional investor · Portfolio as of Q2 2020
Top Holdings8 positions
| 128.8M | $4.2B | 97.2% | — | — | 14 qtrssince 2017-Q1 | Increased 89 | |
BROOKFIELD BUSINESS PARTNERS | 1.5M | $45.8M | 1.1% | $14.89 | +25.25% | 14 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $35.7M | 0.8% | — | — | 14 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | 763,986 | $31.4M | 0.7% | $15.74 | +35.01% | 14 qtrssince 2017-Q1 | Unchanged 0 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 127,012 | $5.4M | 0.1% | $30.09 | 0.00% | 1 qtr | New 48 |
FORD MTR CO DEL | 733,250 | $4.5M | 0.1% | $7.26 | -37.88% | 14 qtrssince 2017-Q1 | Unchanged 0 |
SEADRILL LTD | 349,931 | $150,000 | 0.0% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $89,000 | 0.0% | — | — | 14 qtrssince 2017-Q1 | Unchanged 0 |
Partners Value Investments L.P. manages $4.4B across 8 positions as of Q2 2020. Top holdings: BAM/A (97.2%), BBU (1.1%), BPY (0.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Added 1 new position, increased 1. Top move: BAM/A (INCREASED, conviction 89). Portfolio: $4.4B across 8 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