Free Trial

Partners Value Investments Lp Top Holdings and 13F Report (2025)

About Partners Value Investments Lp

Investment Activity

  • Partners Value Investments Lp has $9.22 billion in total holdings as of December 31, 2024.
  • Partners Value Investments Lp owns shares of 10 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 0.20% of the portfolio was purchased this quarter.
  • About 0.21% of the portfolio was sold this quarter.
  • This quarter, Partners Value Investments Lp has purchased 10 new stocks and bought additional shares in 0 stocks.
  • Partners Value Investments Lp sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Brookfield
$6,949,662,328
BROOKFIELD WEALTH SOLUTIONS LTD
$471,787,059
BROOKFIELD BUSINESS CORP
$18,371,103

Largest New Holdings this Quarter

BROOKFIELD BUSINESS CORP
$18,371,103 Holding

Largest Purchases this Quarter

BROOKFIELD BUSINESS CORP
757,259 shares (about $18.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPartners Value Investments Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Brookfield Co. stock logo
BN
Brookfield
$6,949,662,3280.0%120,968,88375.4%Finance
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$1,669,483,3520.0%30,807,96018.1%Finance
BROOKFIELD WEALTH SOLUTIONS LTD
$471,787,0590.0%8,213,5635.1%COMMON STOCK
Brookfield Business Partners L.P. stock logo
BBU
Brookfield Business Partners
$68,879,6720.0%2,941,0620.7%Business Services
BROOKFIELD BUSINESS CORP
$18,371,103$18,371,103 New Holding757,2590.2%COMMON STOCK
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$16,481,0560.0%194,3750.2%Retail/Wholesale
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$10,281,8780.0%241,3020.1%ETF
Mplx Lp stock logo
MPLX
Mplx
$7,681,5300.0%160,5000.1%Oils/Energy
AT&T Inc. stock logo
T
AT&T
$4,986,6300.0%219,0000.1%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$3,901,2630.0%36,5150.0%Finance
BROOKFIELD BUSINESS CORP
$0$19,181,370 -100.0%00.0%COMMON STOCK

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data