Partners Value Investments L.P.
Institutional investor · Portfolio as of Q4 2018
Top Holdings9 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 85.8M | $3.3B | 92.6% | — | — | 8 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD INFRASTRUCTURE PA | 2.9M | $98.9M | 2.8% | $15.74 | -5.46% | 8 qtrssince 2017-Q1 | Decreased 0 |
BROOKFIELD PROPERTY PARTRS L | 3.6M | $58.2M | 1.6% | — | — | 8 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS PARTNERS | 1.5M | $45.4M | 1.3% | $14.89 | +25.59% | 8 qtrssince 2017-Q1 | Unchanged 0 |
SIMON PROPERTY GROUP INC | 105,900 | $17.8M | 0.5% | $104.11 | +112.92% | 7 qtrssince 2017-Q2 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $16M | 0.5% | — | — | 8 qtrssince 2017-Q1 | Unchanged 0 |
CENOVUS ENERGY INC | 1.5M | $14.7M | 0.4% | $8.32 | -27.79% | 8 qtrssince 2017-Q1 | Unchanged 0 |
FORD MOTOR CO | 733,250 | $5.6M | 0.2% | $7.26 | -25.48% | 8 qtrssince 2017-Q1 | Unchanged 0 |
CAN IMPERIAL BK OF COMMERCE | 66,200 | $4.9M | 0.1% | $30.37 | +306.51% | 6 qtrssince 2017-Q3 | Unchanged 0 |
Partners Value Investments L.P. manages $3.6B across 9 positions as of Q4 2018. Top holdings: BAM/A (92.6%), BIP (2.8%), BPY (1.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Trimmed 1. No standout high-conviction moves this quarter. Portfolio: $3.6B across 9 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