Partners Value Investments L.P..

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · $10.8B (13F)Positions · 7Turnover · — · Q1Filed · May 15, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$165M deployed

EXITS

No exits

SECTOR SHIFT

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No prior quarter data

3YR HIT RATE

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Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q1
1	BN	Brookfield Corp	181.41M	$7.3B	78.6%	±0%
2	BAM	Brookfield Asset Management Lt	29.59M	$1.3B	14.1%	−4%
3	BNT	BROOKFIELD REINSURANCE LTD	12.32M	$510M	5.5%	±0%
4	BBUC	Brookfield Business Corp	5.21M	$165M	1.8%	NEW
5	META	META PLATFORMS INC	12K	$7M	0.1%	±0%
6	GOOG	Alphabet Inc	23K	$6M	0.1%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE PARTNERS SIGNAL

Partners Value Investments L.P. is a Other fund managing $10.8 billion in assets. The fund runs a focused portfolio of just 7 positions.

§ 04 · FILING HISTORY

2 FILINGS

Q1 2026

Steady book

+0 buys · −0 exits · 0 changed

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q3 2025

Steady book

+0 buys · −0 exits · 0 changed