Partners Value Investments L.P.
Institutional investor · Portfolio as of Q4 2025
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP /CAD/ | 181.4M | $8.3B | 77.8% | $29.12 | +58.94% | 10 qtrssince 2023-Q3 | Increased 89 |
BROOKFIELD ASSET MGMT-A-W/I | 30.8M | $1.6B | 15.1% | $30.97 | +70.16% | 10 qtrssince 2023-Q3 | Unchanged 0 |
BROOKFIELD WEALTH SOL LTD | 12.3M | $566.1M | 5.3% | $39.08 | +19.16% | 6 qtrssince 2024-Q3 | Increased 88 |
BROOKFIELD BUSINESS PARTNERS | 4.4M | $156.6M | 1.5% | $18.47 | +85.61% | 28 qtrssince 2017-Q1 | Unchanged 0 |
BROOKFIELD BUSINESS CORP | 757,259 | $27.2M | 0.3% | $23.04 | +25.65% | 5 qtrssince 2024-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 11,619 | $7.7M | 0.1% | $732.54 | -9.09% | 3 qtrssince 2025-Q2 | Unchanged 0 |
ALPHABET INC-CL C | 22,500 | $7.1M | 0.1% | $177.99 | +76.72% | 3 qtrssince 2025-Q2 | Decreased 0 |
Partners Value Investments L.P. manages $10.7B across 7 positions as of Q4 2025. Top holdings: BN (77.8%), BAM (15.1%), BNT (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Increased 2, trimmed 1. Top move: BN (INCREASED, conviction 89). Portfolio: $10.7B across 7 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