Partners Value Investments L.P.
Institutional investor · Portfolio as of Q3 2017
Top Holdings24 positions
| 6.1M | $251.9M | 37.4% | — | — | 3 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | 3.3M | $143.6M | 21.3% | $15.74 | +13.85% | 3 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $84.4M | 12.5% | — | — | 3 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS | 1.7M | $50.9M | 7.6% | $14.89 | +19.07% | 3 qtrssince 2017-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $18.6M | 2.8% | — | — | 3 qtrssince 2017-Q1 | Unchanged 0 |
SIMON PPTY GROUP INC NEW | 93,100 | $15M | 2.2% | $103.11 | +0.13% | 2 qtrssince 2017-Q2 | Increased 62 |
AMERICAN AIRLS GROUP INC | 228,100 | $10.8M | 1.6% | $43.10 | -70.40% | 3 qtrssince 2017-Q1 | Increased 64 |
GENERAL MTRS CO | 262,500 | $10.6M | 1.6% | $30.19 | +16.50% | 3 qtrssince 2017-Q1 | Decreased 0 |
| 694,100 | $9.9M | 1.5% | — | — | — | Increased 57 | |
FORD MTR CO DEL | 820,000 | $9.8M | 1.5% | $7.26 | +5.10% | 3 qtrssince 2017-Q1 | Unchanged 0 |
CENOVUS ENERGY INC | 976,000 | $9.8M | 1.5% | $8.57 | +0.43% | 3 qtrssince 2017-Q1 | Increased 71 |
MAGNA INTL INC | 157,700 | $8.4M | 1.3% | $33.53 | +23.80% | 3 qtrssince 2017-Q1 | Unchanged 0 |
TOLL BROTHERS INC | 197,200 | $8.2M | 1.2% | $35.30 | +6.77% | 2 qtrssince 2017-Q2 | Unchanged 0 |
CANADIAN IMP BK COMM | 92,500 | $8.1M | 1.2% | $29.69 | 0.00% | 1 qtr | New 64 |
HERTZ GLOBAL HLDGS INC | 254,818 | $5.7M | 0.8% | — | — | 3 qtrssince 2017-Q1 | Decreased 0 |
GILEAD SCIENCES INC | 68,000 | $5.5M | 0.8% | $48.95 | +21.70% | 3 qtrssince 2017-Q1 | Unchanged 0 |
GRAN TIERRA ENERGY INC | 1.7M | $3.9M | 0.6% | — | — | — | Unchanged 0 |
Price T Rowe Group Inc. | 42,200 | $3.8M | 0.6% | $49.41 | +34.83% | 3 qtrssince 2017-Q1 | Unchanged 0 |
ABERCROMBIE & FITCH CO CL A | 210,000 | $3M | 0.5% | $10.66 | +1237.52% | 3 qtrssince 2017-Q1 | Unchanged 0 |
| 200,000 | $2.9M | 0.4% | — | — | — | New 45 |
Partners Value Investments L.P. manages $673.3M across 24 positions as of Q3 2017. Top holdings: BAM/A (37.4%), BIP (21.3%), BPY (12.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Added 2 new positions, increased 4, trimmed 3. Top move: CVE (INCREASED, conviction 71). Portfolio: $673M across 24 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR