Partners Value Investments L.P. 13F Holdings · Q2 2026
Partners Value Investments L.P. reported 7 securities worth $9.80B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BN (78.87%), BAM (13.55%), BNT (5.37%). Among its top 25 positions this quarter: 1 new, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | $7.73B | 78.87% | 181.4M | Hold |
| 2 | BAM | BROOKFIELD ASSET MANAGMT LTD | $1.33B | 13.55% | 29.6M | Hold |
| 3 | BNT | BROOKFIELD WEALTH SOL LTD | $525.6M | 5.37% | 12.3M | Hold |
| 4 | BBUC | BROOKFIELD BUSINESS CORP | $153.9M | 1.57% | 5.2M | Trimmed |
| 5 | DEO | DIAGEO PLC | $49.0M | 0.50% | 609,150 | New |
| 6 | GOOG | ALPHABET INC | $7.9M | 0.08% | 22,500 | Hold |
| 7 | META | META PLATFORMS INC | $6.5M | 0.07% | 11,619 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR