Partners Value Investments L.P.
Institutional investor · Portfolio as of Q4 2020
Top Holdings8 positions
| 128.8M | $5.3B | 97.6% | — | — | 16 qtrssince 2017-Q1 | Unchanged 0 | |
BROOKFIELD BUSINESS PARTNERS | 1.5M | $56.1M | 1.0% | $14.89 | +56.62% | 16 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD PROPERTY PARTNERS | 3.6M | $52.3M | 1.0% | — | — | 16 qtrssince 2017-Q1 | Unchanged 0 |
iShares 0-5 Year High Yield Corporate Bond ETF | 241,302 | $11M | 0.2% | $30.72 | +7.96% | 3 qtrssince 2020-Q2 | Unchanged 0 |
Ford Motor Co | 733,250 | $6.4M | 0.1% | $7.26 | -8.40% | 16 qtrssince 2017-Q1 | Unchanged 0 |
iShares iBoxx Investment Grade Corporate Bond ETF | 36,515 | $5M | 0.1% | $110.71 | +3.36% | 2 qtrssince 2020-Q3 | Unchanged 0 |
SEADRILL LTD | 349,931 | $93,000 | 0.0% | — | — | 8 qtrssince 2019-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 31,724 | $83,000 | 0.0% | — | — | 16 qtrssince 2017-Q1 | Unchanged 0 |
Partners Value Investments L.P. manages $5.4B across 8 positions as of Q4 2020. Top holdings: BAM/A (97.6%), BBU (1.0%), BPY (1.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Exited 2. No standout high-conviction moves this quarter. Portfolio: $5.4B across 8 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR