13FBOX
Partners Value Investments L.P. · 13F Holdings
Options Calculator Rankings

Partners Value Investments L.P.

No.601 Data as of 2026Q2
Latest AUM (Q2 2026)
$9.80B
QoQ Change Q1 2026
+$451.5M+4.8%
Holdings
7
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
5
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BROOKFIELD CORPBN
78.87%78.56%$7.73B181.4M$7.34B181.4M00.00%Unchanged
BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY
13.55%14.07%$1.33B29.6M$1.32B29.6M00.00%Unchanged
BBROOKFIELD WEALTH SO A FCLASS ABNT
5.37%5.46%$525.6M12.3M$510.1M12.3M00.00%Unchanged
BBROOKFIELD BUSINESS CO FCLASS ABBUC
1.57%1.76%$153.9M5.2M$164.7M5.2M-49,100-0.94%Reduce
DIAGEO PLC SPON ADR NEWDEO
0.5%$49.0M609,150$00+609,150New Buy
AAlphabet Inc Class CGOOG
0.08%0.07%$7.9M22,500$6.5M22,50000.00%Unchanged
META PLATFORMS INCMETA
0.07%0.07%$6.5M11,619$6.6M11,61900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow