Partners Value Investments L.P.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Partners Value Investments L.P. reported 8 stock positions worth $9.9 billion. Its top holding was Brookfield (BN) at 75.7% of the portfolio, followed by Brookfield Asset Mgmt-A (BAM, 17.2%) and Brookfield Wealth Solutions (BNT, 5.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 3 and added to 1. The biggest buy was Brookfield Business PT-Unit (BBU, shares +51%) and the biggest sale an exit from iShares 0-5 YR HY Corp. Bond (SHYG).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0001162777
- Portfolio Value
- $9.9B (Q2 2025)
- SEC Filing
- 0000950123-25-008472 ↗ filed Aug 15, 2025
Holdings Value
Holdings 8 stocks · $9.9B
| BN Brookfield Corp. | 75.74% | 120,937,304 | $7.5B | No change |
| BAM Brookfield Asset Mgmt-A | 17.23% | 30,789,564 | $1.7B | No change |
| BNT Brookfield Wealth Solutions | 5.14% | 8,213,563 | $507.4M | No change |
| BBU Brookfield Business PT-Unit | 1.17% | 4,449,109 | $115.4M | Add +51.3% |
| BBUC Brookfield Business Class A | 0.33% | 757,259 | $32.3M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 194,375 | $22.0M | No change |
| META Meta Platforms Inc. Class A | 0.09% | 11,619 | $8.6M | New |
| GOOG Alphabet Inc. Class C | 0.08% | 45,000 | $8.0M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |