Partners Value Investments
Latest statistics and disclosures from Partners Value Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BN, BAM, BNT, BBU, BBUC, and represent 99.86% of Partners Value Investments's stock portfolio.
- Added to shares of these 2 stocks: BN (+$2.8B), BNT (+$189M).
- Reduced shares in these 1 stock: GOOG (-$7.1M).
- Partners Value Investments was a net buyer of stock by $3.0B.
- Partners Value Investments has $11B in assets under management (AUM), dropping by -0.90%.
- Central Index Key (CIK): 0001162777
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Portfolio Holdings for Partners Value Investments
Partners Value Investments holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Brookfield Corp Common Stock (BN) | 77.8 | $8.3B | +49% | 181M | 45.89 |
|
| Brookfield Asset Management Common Stock (BAM) | 15.1 | $1.6B | 31M | 52.39 |
|
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| Brookfield Wealth Solutions Common Stock (BNT) | 5.3 | $566M | +49% | 12M | 45.95 |
|
| Brookfield Business Partners L Partnership Shares (BBU) | 1.5 | $157M | 4.4M | 35.20 |
|
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| Brookfield Business Corp Common Stock (BBUC) | 0.3 | $27M | 757k | 35.88 |
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| Meta Platforms Common Stock (META) | 0.1 | $7.7M | 12k | 660.09 |
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| Alphabet Common Stock (GOOG) | 0.1 | $7.1M | -50% | 23k | 313.80 |
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Past Filings by Partners Value Investments
SEC 13F filings are viewable for Partners Value Investments going back to 2017
- Partners Value Investments 2025 Q4 filed Feb. 13, 2026
- Partners Value Investments 2025 Q3 filed Nov. 14, 2025
- Partners Value Investments 2025 Q2 filed Aug. 15, 2025
- Partners Value Investments 2025 Q1 filed May 15, 2025
- Partners Value Investments 2024 Q4 filed Feb. 14, 2025
- Partners Value Investments 2024 Q3 filed Nov. 15, 2024
- Partners Value Investments 2024 Q2 filed Aug. 15, 2024
- Partners Value Investments 2024 Q1 filed May 15, 2024
- Partners Value Investments 2023 Q4 filed Feb. 14, 2024
- Partners Value Investments 2023 Q3 filed Nov. 14, 2023
- Partners Value Investments 2021 Q2 filed Aug. 16, 2021
- Partners Value Investments 2021 Q1 filed May 18, 2021
- Partners Value Investments 2020 Q4 filed Feb. 17, 2021
- Partners Value Investments 2020 Q3 filed Dec. 7, 2020
- Partners Value Investments 2020 Q2 filed Aug. 17, 2020
- Partners Value Investments 2020 Q1 filed May 15, 2020