Partners Value Investments LP
13F Reported Value
ⓘ$9.3B
Holdings
6
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Partners Value Investments LP disclosed 6 positions worth $9.3B in its Form 13F-HR for Q1 2026, led by $BN (BROOKFIELD Corp /ON/) at 78.6% of the equity portfolio, followed by $BAM and $BNT. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $__PARK_1654795. The portfolio is most concentrated in Real Estate (78.6% of disclosed assets). All figures are sourced directly from Partners Value Investments LP’s Form 13F-HR filing with the SEC under CIK 1162777.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$7.3B181,405,955 sh - —
Quality
$1.3B29,588,407 sh - —
Quality
$510.1M12,320,344 sh - —
Quality
$164.7M5,206,368 sh - 80.9
Quality
$6.6M11,619 sh - 80.2
Quality
$6.5M22,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $7.3B | 181,405,955 | |
| — | $1.3B | 29,588,407 | |
| — | $510.1M | 12,320,344 | |
| — | $164.7M | 5,206,368 | |
| 80.9 | $6.6M | 11,619 | |
| 80.2 | $6.5M | 22,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Partners Value Investments LP's 6 positions.
Showing top 6 of 6 holdings.
Sector Allocation
Real Estate
$7.3B
Financials
$1.8B
Industrials
$164.7M
Technology
$13.1M
Full Holdings — Partners Value Investments LP (Q1 2026)
All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | BROOKFIELD Corp /ON/ | $7.3B | 78.6% | +0% | — | |
| 2 | Brookfield Asset Management Ltd. | $1.3B | 14.1% | -4% | — | |
| 3 | Brookfield Wealth Solutions Ltd. | $510.1M | 5.5% | +0% | — | |
| 4 | Brookfield Business Corp | $164.7M | 1.8% | +588% | — | |
| 5 | Meta Platforms, Inc. | $6.6M | 0.1% | +0% | 80.9 | |
| 6 | Alphabet Inc. | $6.5M | 0.1% | +0% | 80.2 |
Exited Positions (1)
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