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Partners Value Investments L.P. (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $9,344,597,344 · 6 positions · top-10 100.0% · SEC filing history →

13FScore 70/100 — cloning their disclosed top holdings over ~2.7y returned +25%/yr vs S&P +21%/yr (alpha +4%/yr), ahead of the market in 64% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$BBUC · Brookfield Business Corp1.8%$164,729,484-1%MedPrivate-equity business services holding (corp shares)

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$BN · Brookfield Corp78.6%+109% Q3 '23Brookfield Corporation is a global owner and manager of real assets and alternative investments, with operations spanning renewable power, infrastructure, real estate, private equity, credit, and insurance.
$BAM · Brookfield Asset Management Lt14.1%+45% Q3 '23Brookfield Asset Management is a global alternative-asset manager investing across renewable power, infrastructure, real estate, private equity, and credit on behalf of institutional clients.
BROOKFIELD REINSURANCE LTD5.5%
$BBUC · Brookfield Business Corp1.8%-1% Q1 '26Private-equity business services holding (corp shares)
$META · META PLATFORMS INC0.1%-12% Q2 '25Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$GOOG · Alphabet Inc0.1%+95% Q2 '25Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker