Partners Value Investments L.P.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Partners Value Investments L.P. reported 9 stock positions worth $8.4 billion. Its top holding was Brookfield (BN) at 75.5% of the portfolio, followed by Brookfield Asset Mgmt-A (BAM, 17.8%) and Brookfield Wealth Solutions (BNT, 5.1%). Compared with Q4 2024, it sold out of 1 and reduced 2. The biggest sale was Brookfield Asset Mgmt-A (BAM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0001162777
- Portfolio Value
- $8.4B (Q1 2025)
- SEC Filing
- 0000950123-25-005355 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $8.4B
| BN Brookfield Corp. | 75.47% | 120,937,304 | $6.3B | Reduce -0.0% |
| BAM Brookfield Asset Mgmt-A | 17.76% | 30,789,564 | $1.5B | Reduce -0.1% |
| BNT Brookfield Wealth Solutions | 5.10% | 8,213,563 | $428.6M | No change |
| BBU Brookfield Business PT-Unit | 0.82% | 2,941,062 | $69.0M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.31% | 194,375 | $25.7M | No change |
| BBUC Brookfield Business Class A | 0.24% | 757,259 | $20.2M | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.12% | 241,302 | $10.3M | No change |
| MPLX MPLX LP | 0.10% | 160,500 | $8.6M | No change |
| T AT&T Inc. | 0.07% | 219,000 | $6.2M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |