account_balance

Investment manager · 13F filer · SEC CIK 1162777

Partners Value Investments L.P.

Reported value$9.8Bas of Jun 30, 2026
Positions7 1 new, 0 sold out
Top 10 weight100.0%BN alone is 79%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 7 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 7 as a list
BN Brookfield Corp 78.9% HeldBAM Brookfield Asset Managmt Ltd 13.5% HeldBNT Brookfield Wealth Sol Ltd 5.4% HeldBBUC Brookfield Business Corp 1.6% HeldDEO Diageo PLC 0.5% NewGOOG Alphabet Inc 0.1% HeldMETA Meta Platforms Inc 0.1% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast