Partners Value Investments L.P.

CIK 0001162777 · HAMILTON, D0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Partners Value Investments L.P. reported 7 positions worth $9.80B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BN (78.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$9.80B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BN	BROOKFIELD CORP	SH	$7.73B	78.87%	181,405,955	—	—
▸ 2	BAM	BROOKFIELD ASSET MANAGMT LTD	SH	$1.33B	13.55%	29,588,407	—	—
▸ 3	BNT	BROOKFIELD WEALTH SOL LTD	SH	$525.6M	5.37%	12,320,344	—	—
▸ 4	BBUC	BROOKFIELD BUSINESS CORP	SH	$153.9M	1.57%	5,157,268	—	—
▸ 5	DEO	DIAGEO PLC	SH	$49.0M	0.50%	609,150	—	—
▸ 6	GOOG	ALPHABET INC	SH	$7.9M	0.08%	22,500	—	—
▸ 7	META	META PLATFORMS INC	SH	$6.5M	0.07%	11,619	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Partners Value Investments L.P. hold as of Q2 2026?

Partners Value Investments L.P. reported 7 positions worth $9.80B in its Q2 2026 13F filing. Largest positions: BN (78.9%), BAM (13.5%), BNT (5.4%), BBUC (1.6%) and DEO (0.5%).

What did Partners Value Investments L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Partners Value Investments L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.