Partners Value Investments L.P.
Institutional investor · Portfolio as of Q2 2024
Top Holdings11 positions
Brookfield Asset Management In | 121M | $5B | 75.6% | $20.43 | +33.62% | 4 qtrssince 2023-Q3 | Unchanged 0 |
Brookfield Asset Management Lt | 30.8M | $1.2B | 17.6% | $30.97 | +17.18% | 4 qtrssince 2023-Q3 | Unchanged 0 |
Brookfield Asset Management Re | 7.4M | $309M | 4.6% | — | — | 3 qtrssince 2023-Q4 | Unchanged 0 |
Brookfield Business Partners L | 2.9M | $55.4M | 0.8% | $14.92 | +25.00% | 22 qtrssince 2017-Q1 | Unchanged 0 |
| 821,921 | $34.2M | 0.5% | — | — | — | Unchanged 0 | |
BROOKFIELD BUSINESS-CL A | 757,259 | $15.5M | 0.2% | $17.77 | +13.65% | 4 qtrssince 2023-Q3 | Unchanged 0 |
Alibaba Group Holding Ltd | 194,375 | $14M | 0.2% | $82.38 | -14.06% | 4 qtrssince 2023-Q3 | Unchanged 0 |
iShares 0-5 Year High Yield Co | 241,302 | $10.2M | 0.2% | $30.72 | +22.22% | 9 qtrssince 2020-Q2 | Unchanged 0 |
MPLX LP | 160,500 | $6.8M | 0.1% | $28.98 | +27.98% | 4 qtrssince 2023-Q3 | Unchanged 0 |
AT&T Inc | 219,000 | $4.2M | 0.1% | $13.13 | +33.97% | 4 qtrssince 2023-Q3 | Unchanged 0 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 36,515 | $3.9M | 0.1% | $110.71 | -10.13% | 8 qtrssince 2020-Q3 | Unchanged 0 |
Partners Value Investments L.P. manages $6.7B across 11 positions as of Q2 2024. Top holdings: BN (75.6%), BAM (17.6%), BNRE/A (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Held steady with 11 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $6.7B 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
Verify source filings on SEC EDGAR