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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% bookValueConvictionBusiness
$BBUC · Brookfield Business Corp1.8%$164,729,484MedPrivate-equity business services holding (corp shares)

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
none

Top holdings now

Issuer% bookBusiness
$BN · Brookfield Corp78.6%Global alternative asset manager (real assets)
$BAM · Brookfield Asset Management Lt14.1%
BROOKFIELD REINSURANCE LTD5.5%
$BBUC · Brookfield Business Corp1.8%Private-equity business services holding (corp shares)
$META · META PLATFORMS INC0.1%Facebook, Instagram, WhatsApp; digital ads and AI
$GOOG · Alphabet Inc0.1%Google parent — search, ads, YouTube, Android, Google Cloud

Generated 2026-06-27 · Alpha-Investor tracker