Partners Value Investments L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Partners Value Investments L.P. reported 6 stock positions worth $9.3 billion. Its top holding was Brookfield (BN) at 78.6% of the portfolio, followed by Brookfield Asset Mgmt-A (BAM, 14.1%) and Brookfield Wealth Solutions (BNT, 5.5%). Compared with Q4 2025, it reduced 2. The biggest sale was Brookfield Asset Mgmt-A (BAM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0001162777
- Portfolio Value
- $9.3B (Q1 2026)
- SEC Filing
- 0001193125-26-227025 ↗ filed May 15, 2026
Holdings Value
Holdings 6 stocks · $9.3B
| BN Brookfield Corp. | 78.56% | 181,405,955 | $7.3B | No change |
| BAM Brookfield Asset Mgmt-A | 14.07% | 29,588,407 | $1.3B | Reduce -3.9% |
| BNT Brookfield Wealth Solutions | 5.46% | 12,320,344 | $510.1M | No change |
| BBUC Brookfield Business Corp. Class A | 1.76% | 5,206,368 | $164.7M | Reduce -29.9% |
| META Meta Platforms Inc. Class A | 0.07% | 11,619 | $6.6M | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 22,500 | $6.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| 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 |