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Partners Value Investments L.P.

13F filer · CIK 0001162777
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$9.8BU.S. long equity reported on 13F
Positions71 new · 0 closed
Net flow last quarter+$47.5MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20267 positions
BNBROOKFIELD Corp$7.73B78.87%Not reportedNot reportedQ3 2023
BAMBrookfield Asset Management Ltd.$1.33B13.55%Not reportedNot reportedQ1 2017
BNTBrookfield Wealth Solutions Ltd.$526M5.37%53.64%Not reportedQ3 2024
BBUCBrookfield Business Corp$154M1.57%5.88%-0.9%Q3 2023
DEODiageo PLC$49M0.50%0.03%NewQ2 2026
GOOGAlphabet Inc.$7.95M0.08%Not reportedNot reportedQ2 2025
METAMeta Platforms, Inc.$6.54M0.07%Not reportedNot reportedQ2 2025
Q1 2026Reported May 15, 20266 positions
BNBROOKFIELD Corp$7.34B78.56%Not reportedNot reportedQ3 2023
BAMBrookfield Asset Management Ltd.$1.32B14.07%Not reportedNot reportedQ1 2017
BNTBrookfield Wealth Solutions Ltd.$510M5.46%53.64%Not reportedQ3 2024
BBUCBrookfield Business Corp$165M1.76%5.94%Not reportedQ3 2023
METAMeta Platforms, Inc.$6.65M0.07%Not reportedNot reportedQ2 2025
GOOGAlphabet Inc.$6.45M0.07%Not reportedNot reportedQ2 2025
Q3 2025Reported Nov 14, 20257 positions
BNBROOKFIELD Corp$8.29B76.80%Not reportedNot reportedQ3 2023
BAMBrookfield Asset Management Ltd.$1.75B16.23%Not reportedNot reportedQ1 2017
BNTBrookfield Wealth Solutions Ltd.$563M5.21%53.64%Not reportedQ3 2024
BBUBrookfield Business Corp$145M1.34%Not reportedNot reportedQ1 2017
BBUCBrookfield Business Corp$25.4M0.24%1.02%Not reportedQ3 2023
GOOGAlphabet Inc.$11M0.10%Not reportedNot reportedQ2 2025
METAMeta Platforms, Inc.$8.53M0.08%Not reportedNot reportedQ2 2025
Q2 2025Reported Aug 15, 20258 positions
BNBROOKFIELD Corp$7.48B75.74%Not reportedNot reportedQ3 2023
BAMBrookfield Asset Management Ltd.$1.7B17.23%Not reportedNot reportedQ1 2017
BNTBrookfield Wealth Solutions Ltd.$507M5.14%53.64%Not reportedQ3 2024
BBUBrookfield Business Corp$115M1.17%Not reported+51.3%Q1 2017
BBUCBrookfield Business Corp$32.3M0.33%1.02%Not reportedQ3 2023
BABAAlibaba Group Holding Ltd$22M0.22%0.00%Not reportedQ3 2023
METAMeta Platforms, Inc.$8.58M0.09%Not reportedNewQ2 2025
GOOGAlphabet Inc.$7.98M0.08%Not reportedNewQ2 2025
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