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Home > Institutional Investor > Partners Value Investments Lp > Profile

Instuitional Investor - Partners Value Investments Lp

Fund Profile
Filing Period:
Fund Name: Partners Value Investments Lp
Portfolio Value $9,796,108,271
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Brookfield Corp
 BN 181,405,955 $7,726,079,623 78.87%
2.
Brookfield Asset Management Ltd.
 BAM 29,588,407 $1,327,040,054 13.55%
3.
Brookfield Wealth Sol Ltd
 12,320,344 $525,585,875 5.37%
4.
Brookfield Business Corp
 5,157,268 $153,944,450 1.57%
5.
Diageo Plc
 DEO 609,150 $48,963,477 0.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.