Partners Value Investments L.P.
Institutional investor · Portfolio as of Q3 2024
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP /CAD/ | 121M | $6.4B | 76.0% | $20.54 | +72.01% | 5 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD ASSET MGMT-A-W/I | 30.8M | $1.5B | 17.2% | $30.97 | +46.78% | 5 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD WEALTH SOL LTD | 8.2M | $436.6M | 5.2% | $35.34 | 0.00% | 1 qtr | New 99 |
BROOKFIELD BUSINESS PARTNERS | 2.9M | $68.5M | 0.8% | $14.92 | +59.18% | 23 qtrssince 2017-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 194,375 | $20.6M | 0.2% | $82.38 | +28.13% | 5 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD BUSINESS CORP | 757,259 | $19.2M | 0.2% | — | — | — | — |
ISHARES TR | 241,302 | $10.5M | 0.1% | $30.72 | +27.98% | 10 qtrssince 2020-Q2 | Unchanged 0 |
MPLX LP | 160,500 | $7.1M | 0.1% | $28.98 | +37.03% | 5 qtrssince 2023-Q3 | Unchanged 0 |
AT&T INC | 219,000 | $4.8M | 0.1% | $13.13 | +55.83% | 5 qtrssince 2023-Q3 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 36,515 | $4.1M | 0.0% | $110.71 | -3.95% | 9 qtrssince 2020-Q3 | Unchanged 0 |
Partners Value Investments L.P. manages $8.5B across 10 positions as of Q3 2024. Top holdings: BN (76.0%), BAM (17.2%), BNT (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 2 new positions, exited 3. Top move: BNT (NEW, conviction 99). Portfolio: $8.5B 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 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