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Partners Value Investments L.P.

Partners Value Investments L.P. · Investor
1Y performance ⓘ
+5%
AUM (13F)
$9.3B
# of Holdings
6
3Y performance ⓘ
vs S&P 500 ⓘ
Updated
Mar 31

Partners Value Investments L.P.'s Partners Value Investments L.P. holds 6 U.S.-equity positions worth $9.3B (SEC 13F, Q1 2026). Top positions: Brookfield Corporation 78.6%, Brookfield Asset Management Ltd. 14.1%, Brookfield Wealth Solutions Ltd. 5.5%.

Holdings

Stock% of portfolio SharesValue Latest activityAvg buy price Current priceDate
BN Brookfield Corporation 78.6% 181.4M $7.3B $31.27 $44.13 (+41%) 2026-03-31
BAM Brookfield Asset Management Ltd. 14.1% 29.6M $1.3B ▼ 3.9% (−1.2M) $33.34 $47.29 (+42%) 2026-03-31
BNT Brookfield Wealth Solutions Ltd. 5.5% 12.3M $510M $53.16 $44.12 (−17%) 2026-03-31
BBUC Brookfield Business Corporation Class A Subordinate Voting Shares 1.8% 5.2M $165M NEW (+5.2M) $31.64 $32.93 (+4%) 2026-03-31
META Meta Platforms, Inc. Class A Common Stock 0.1% 12K $7M $738.09 $563.85 (−24%) 2026-03-31
GOOG Alphabet Inc. Class C Capital Stock 0.1% 22K $6M $177.39 $348.78 (+97%) 2026-03-31
Related
BN stockBAM stockBNT stockBBUC stockAll hedge funds
FAQ

What are Partners Value Investments L.P.'s largest holdings?

As of the latest 13F: Brookfield Corporation 78.6%, Brookfield Asset Management Ltd. 14.1%, Brookfield Wealth Solutions Ltd. 5.5%, Brookfield Business Corporation Class A Subordinate Voting Shares 1.8%, Meta Platforms, Inc. Class A Common Stock 0.1%.

How big is Partners Value Investments L.P.'s 13F portfolio?

$9.3B across 6 disclosed U.S.-equity positions.

Where does this data come from?

U.S. SEC Form 13F-HR institutional holdings filings.

Sourced from SEC Form 13F-HR filings · Not investment advice
SEC EDGAR 13F
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.

Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.