Partners Value Investments LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1162777
Institutional-grade research for retail investors

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.

Sector Allocation

Real EstateFinancialsIndustrialsTechnology

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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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.

#TickerCompanyValueWeightQoQQuality
1BN$BNBROOKFIELD Corp /ON/$7.3B78.6%+0%
2BAM$BAMBrookfield Asset Management Ltd.$1.3B14.1%-4%
3BNT$BNTBrookfield Wealth Solutions Ltd.$510.1M5.5%+0%
4BBUC$BBUCBrookfield Business Corp$164.7M1.8%+588%
5META$METAMeta Platforms, Inc.$6.6M0.1%+0%80.9
6GOOGL$GOOGLAlphabet Inc.$6.5M0.1%+0%80.2

Exited Positions (1)

__PARK_1654795$__PARK_1654795 Brookfield Business Partners L.P.

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AI-Powered Hedge Fund Analysis: Partners Value Investments LP

13F Pro is an AI hedge fund tracker and stock research platform. For Partners Value Investments LP (SEC CIK: 1162777), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Partners Value Investments LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.