Partners Value Investments L.P.
Institutional investor · Portfolio as of Q3 2023
Top Holdings10 positions
BROOKFIELD CORP | 133.7M | $4.2B | 78.5% | $20.43 | 0.00% | 1 qtr | New 100 |
BROOKFIELD ASSET MANAGMT LTD | 30.5M | $1B | 19.1% | $30.91 | 0.00% | 1 qtr | New 100 |
BROOKFIELD BUSINESS PARTNERS | 2.9M | $44.4M | 0.8% | $14.89 | -0.03% | 19 qtrssince 2017-Q1 | Increased 69 |
| 915,000 | $28.8M | 0.5% | — | — | — | New 59 | |
ALIBABA GROUP HOLDING LTD | 194,375 | $16.9M | 0.3% | $82.38 | 0.00% | 1 qtr | New 50 |
BROOKFIELD BUSINESS CORP | 747,734 | $13.5M | 0.3% | $17.70 | 0.00% | 1 qtr | New 49 |
ISHARES TR | 241,302 | $9.9M | 0.2% | $30.72 | +12.94% | 6 qtrssince 2020-Q2 | Unchanged 0 |
MPLX LP | 160,500 | $5.7M | 0.1% | $28.98 | 0.00% | 1 qtr | New 48 |
ISHARES IBOXX INVESTMENT GRA | 36,515 | $3.7M | 0.1% | $110.71 | -17.23% | 5 qtrssince 2020-Q3 | Unchanged 0 |
AT&T INC | 219,000 | $3.3M | 0.1% | $13.13 | 0.00% | 1 qtr | New 40 |
Partners Value Investments L.P. manages $5.3B across 10 positions as of Q3 2023. Top holdings: BN (78.5%), BAM (19.1%), BBU (0.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 5 exits, 1 increased. Top move: BN (NEW, conviction 100). Portfolio: $5.3B across 10 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 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