Partners Value Investments L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Partners Value Investments L.P. reported 10 stock positions worth $9.2 billion. Its top holding was Brookfield (BN) at 75.4% of the portfolio, followed by Brookfield Asset Mgmt-A (BAM, 18.1%) and Brookfield Wealth Solutions (BNT, 5.1%). Compared with Q3 2024, it opened 1 new position and sold out of 1. The biggest buy was a new position in Brookfield Business Class A (BBUC) and the biggest sale an exit from Brookfield Business.
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0001162777
- Portfolio Value
- $9.2B (Q4 2024)
- SEC Filing
- 0000950123-25-002676 ↗ filed Feb 14, 2025
Holdings Value
Holdings 10 stocks · $9.2B
| BN Brookfield Corp. | 75.36% | 120,968,883 | $6.9B | No change |
| BAM Brookfield Asset Mgmt-A | 18.10% | 30,807,960 | $1.7B | No change |
| BNT Brookfield Wealth Solutions | 5.12% | 8,213,563 | $471.8M | No change |
| BBU Brookfield Business PT-Unit | 0.75% | 2,941,062 | $68.9M | No change |
| BBUC Brookfield Business Class A | 0.20% | 757,259 | $18.4M | New |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 194,375 | $16.5M | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.11% | 241,302 | $10.3M | No change |
| MPLX MPLX LP | 0.08% | 160,500 | $7.7M | No change |
| T AT&T Inc. | 0.05% | 219,000 | $5.0M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 36,515 | $3.9M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BROOKFIELD BUSINESS CORP | Sold out | 0.00% | −0.23 |
Portfolio Buys Q3 2024 → Q4 2024
| BBUC Brookfield Business Class A | New | 0.20% | +0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $9.8B | BN, BAM, BNT, BBUC, DEO |
| Q1 2026 | 6 | $9.3B | BN, BAM, BNT, BBUC, META |
| Q4 2025 | 7 | $10.7B | BN, BAM, BNT, BBU, BBUC |
| Q3 2025 | 7 | $10.8B | BN, BAM, BNT, BBU, BBUC |
| Q2 2025 | 8 | $9.9B | BN, BAM, BNT, BBU, BBUC |
| Q1 2025 | 9 | $8.4B | BN, BAM, BNT, BBU, BABA |
| Q4 2024 | 10 | $9.2B | BN, BAM, BNT, BBU, BBUC |
| Q3 2024 | 10 | $8.5B | BN, BAM, BNT, BBU, BABA |
| Q2 2024 | 11 | $6.7B | BN, BAM, BNRE.A, BBU, BNT |
| Q1 2024 | 11 | $6.8B | BN, BAM, BNRE.A, BBU, BNT |