Partners Value Investments L.P. — 13F Holdings & Portfolio

CIK 1162777 · latest 13F-HR filed 2026-08-14

Partners Value Investments L.P. manages $9.80B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BN (78.87%), BAM (13.55%), BNT (5.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$9.80B

Long-equity book

Holdings

7

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −0 / ↑2 / ↓1

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • BROOKFIELD CORP$384.6M +5.2%
  • ALPHABET INC$1.5M +23.2%
Show all 2 →

Top Trims

  • BROOKFIELD BUSINESS CORP-$10.8M -6.5%
Show all 1 →

New Positions

  • DIAGEO PLC$49.0M
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROOKFIELD CORP BN 11271J107 $7.73B 78.87% 181,405,955 SH
2 BROOKFIELD ASSET MANAGMT LTD BAM 113004105 $1.33B 13.55% 29,588,407 SH
3 BROOKFIELD WEALTH SOL LTD BNT G17434104 $525.6M 5.37% 12,320,344 SH
4 BROOKFIELD BUSINESS CORP BBUC 113006100 $153.9M 1.57% 5,157,268 SH
5 DIAGEO PLC DEO 25243Q205 $49.0M 0.50% 609,150 SH
6 ALPHABET INC GOOG 02079K107 $7.9M 0.08% 22,500 SH
7 META PLATFORMS INC META 30303M102 $6.5M 0.07% 11,619 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $9.80B 7 0001193125-26-352046
2026-03-31 2026-05-15 $9.34B 6 0001193125-26-227025
2025-12-31 2026-02-13 $10.70B 7 0001193125-26-051821
2025-09-30 2025-11-14 $10.80B 7 0001193125-25-282719
Filer Information
Address
73 FRONT STREET
5TH FLOOR
HAMILTON, D0 HM 12
Phone
+1 (441) 294-3310
Filing Manager
Partners Value Investments L.P.
Hamilton, D0
Signatory
Kathy Sarpash
General Counsel and Secretary