Partners Value Investments L.P.
Institutional investor · Portfolio as of Q3 2019
SEC EDGAR SourceSEC Filings
Partners Value Investments L.P. manages $4.8B across 7 positions as of Q3 2019. Top holdings: BAM/A (95.6%), BPY (1.5%), BBU (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Q3 2019 Summary
Held steady with 7 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $4.8B across 7 positions.
Top holdings by portfolio weight
BAM/A95.61%
BPY1.54%
BBU1.23%
BIP1.21%
CHK0.25%
F0.14%
SDRLF0.02%
Portfolio allocation by GICS sector
Unknown97.41%
Industrials1.23%
Utilities1.21%
Consumer Cyclical0.14%
Behavioral investing profile
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings7 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 85.8M | $4.6B | 95.6% | — | — | 11 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $73.4M | 1.5% | — | — | 11 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS Unit Ltd Partnership | 1.5M | $58.8M | 1.2% | $14.89 | +58.56% | 11 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD INFRASTRUCTRE | 1.2M | $57.7M | 1.2% | $15.74 | +42.06% | 11 qtrssince 2017-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $11.9M | 0.2% | — | — | 11 qtrssince 2017-Q1 | Unchanged 0 |
FORD MTR CO | 733,250 | $6.7M | 0.1% | $7.26 | -9.23% | 11 qtrssince 2017-Q1 | Unchanged 0 |
SEADRILL LTD | 349,931 | $735,000 | 0.0% | — | — | 3 qtrssince 2019-Q1 | Unchanged 0 |
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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