Partners Value Investments L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Partners Value Investments L.P. disclosed 7 stock positions valued at approximately $9.80B as of quarter-end June 30, 2026. The largest holdings include BROOKFIELD CORP, BROOKFIELD ASSET MANAGMT LTD, and BROOKFIELD WEALTH SOL LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $9.80B
Holdings by Sector
Partners Value Investments L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROOKFIELD CORP | BN | Financial Services | 78.87% | 181,405,955 | - | - | $7,726,079,623 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 13.55% | 29,588,407 | - | - | $1,327,040,054 |
| BROOKFIELD WEALTH SOL LTD | BNT | Financial Services | 5.37% | 12,320,344 | - | - | $525,585,875 |
| BROOKFIELD BUSINESS CORP | BBUC | Industrials | 1.57% | 5,157,268 | -49,100 | -0.94% | $153,944,450 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.50% | 609,150 | +609,150 | +100.00% | $48,963,477 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 22,500 | - | - | $7,949,925 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 11,619 | - | - | $6,544,867 |
Showing 7 of 7 holdings in the latest reporting period.