Partners Value Investments L.P. (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $9,344,597,344 · 6 positions · top-10 100.0%
· SEC filing history →
13FScore 47/100 — cloning their disclosed top holdings over ~2.6y returned +12%/yr vs S&P +22%/yr (alpha -9%/yr), ahead of the market in 64% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| $BBUC · Brookfield Business Corp | 1.8% | $164,729,484 | Med | Private-equity business services holding (corp shares) |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $BN · Brookfield Corp | 78.6% | Global alternative asset manager (real assets) |
| $BAM · Brookfield Asset Management Lt | 14.1% | |
| BROOKFIELD REINSURANCE LTD | 5.5% | |
| $BBUC · Brookfield Business Corp | 1.8% | Private-equity business services holding (corp shares) |
| $META · META PLATFORMS INC | 0.1% | Facebook, Instagram, WhatsApp; digital ads and AI |
| $GOOG · Alphabet Inc | 0.1% | Google parent — search, ads, YouTube, Android, Google Cloud |