Partners Value Investments L.P.
Institutional investor · Portfolio as of Q4 2017
Top Holdings18 positions
| 6.1M | $265.5M | 39.5% | — | — | 4 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD INFRASTRUCTURE PA | 3.3M | $149.1M | 22.2% | $15.19 | +19.50% | 4 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD PROPERTY PARTNERS | 3.6M | $80.1M | 11.9% | — | — | 4 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS | 1.7M | $59.3M | 8.8% | $14.89 | +38.89% | 4 qtrssince 2017-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $18.6M | 2.8% | — | — | 4 qtrssince 2017-Q1 | Unchanged 0 |
SIMON PPTY GROUP INC NEW | 105,900 | $18.2M | 2.7% | $100.38 | +7.36% | 3 qtrssince 2017-Q2 | Increased 58 |
CENOVUS ENERGY INC | 1.5M | $13.9M | 2.1% | $8.32 | -5.32% | 4 qtrssince 2017-Q1 | Increased 71 |
CANADIAN IMPERIAL BANK OF CO | 113,200 | $11M | 1.6% | $29.72 | +9.98% | 2 qtrssince 2017-Q3 | Increased 56 |
FORD MTR CO | 820,000 | $10.2M | 1.5% | $7.26 | +11.02% | 4 qtrssince 2017-Q1 | Unchanged 0 |
TOLL BROTHERS INC | 197,200 | $9.5M | 1.4% | $35.30 | +274.36% | 3 qtrssince 2017-Q2 | Unchanged 0 |
MAGNA INTL INC | 157,700 | $8.9M | 1.3% | $32.41 | +33.66% | 4 qtrssince 2017-Q1 | Unchanged 0 |
GENERAL MTRS CO | 170,500 | $7M | 1.0% | $30.19 | +172.84% | 4 qtrssince 2017-Q1 | Decreased 0 |
GILEAD SCIENCES INC | 68,000 | $4.9M | 0.7% | $48.36 | +14.16% | 4 qtrssince 2017-Q1 | Unchanged 0 |
GRAN TIERRA ENERGY INC | 1.7M | $4.6M | 0.7% | $26.10 | +6.90% | 4 qtrssince 2017-Q1 | Unchanged 0 |
PRICE T ROWE GROUP INC | 42,200 | $4.4M | 0.7% | $49.41 | +110.46% | 4 qtrssince 2017-Q1 | Unchanged 0 |
QUALCOMM INC | 62,000 | $4M | 0.6% | $48.08 | +8.14% | 4 qtrssince 2017-Q1 | Increased 60 |
| 31,300 | $1.3M | 0.2% | — | — | — | Unchanged 0 | |
NGL ENERGY PARTNERS LP | 82,000 | $1.2M | 0.2% | $9.32 | -19.72% | 1 qtr | New 45 |
Partners Value Investments L.P. manages $671.6M across 18 positions as of Q4 2017. Top holdings: BAM/A (39.5%), BIP (22.2%), BPY (11.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 1 new positions, 7 exits, 4 increased. Top move: CVE (INCREASED, conviction 71). Portfolio: $672M across 18 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