Partners Value Investments L.P.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.7B

Total Positions

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

BN77.78%

BAM15.07%

BNT5.29%

BBU1.46%

BBUC0.25%

META0.07%

GOOG0.07%

Fund DNA Profile

Investing personality from behavioral dimensions

Concentrated Value

92% match

High-conviction, long-duration bets in concentrated portfolios

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BBU28Q held

BROOKFIELD BUSINESS PARTNERS

Avg $18.47 · $75.6M est. P&L

Est. P&L

+92.00%

GOOG3Q held

Alphabet Inc

Avg $177.99 · $3.1M est. P&L

Est. P&L

+76.72%

BAM10Q held

BROOKFIELD ASSET MANAGMT LTD

Avg $30.97 · $669M est. P&L

Est. P&L

+70.16%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(7 positions)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
BN BROOKFIELD CORP	181.4M	$8.3B	77.8%	—	$29.12	+58.94%	10 qtrs	Increased 89
BAM BROOKFIELD ASSET MANAGMT LTD	30.8M	$1.6B	15.1%	—	$30.97	+70.16%	10 qtrs	Unchanged 0
BNT BROOKFIELD WEALTH SOL LTD	12.3M	$566.1M	5.3%	—	$39.08	+19.16%	6 qtrs	Increased 88
BBU BROOKFIELD BUSINESS PARTNERS	4.4M	$156.6M	1.5%	—	$18.47	+92.00%	28 qtrs	Unchanged 0
BBUC BROOKFIELD BUSINESS CORP	757,259	$27.2M	0.3%	—	$23.04	+56.29%	5 qtrs	Unchanged 0
META Meta Platforms Inc	11,619	$7.7M	0.1%	—	$732.54	-9.09%	3 qtrs	Unchanged 0
GOOG Alphabet Inc	22,500	$7.1M	0.1%	—	$177.99	+76.72%	3 qtrs	Decreased 0

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.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer