StockDriftsStockDriftsTop 6 Partners Value Investments L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | 78.87% | 181.41M | $7.73B | +0.00%(+0) | $21.64(+108.46%) | 2026-06-30 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 13.55% | 29.59M | $1.33B | +0.00%(+0) | $33.02(+69.17%) | 2026-06-30 | |
| BNT | BROOKFIELD WEALTH SOL LTD | 5.37% | 12.32M | $525.6M | +0.00%(+0) | $31.58(+42.58%) | 2026-06-30 | |
| DEO | DIAGEO PLC | 0.5% | 609.1K | $49.0M | new | $76.91(+23.53%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 0.08% | 22.5K | $7.9M | +0.00%(+0) | $166.72(+106.29%) | 2026-06-30 | |
| META | META PLATFORMS INC | 0.07% | 11.6K | $6.5M | +0.00%(+0) | $657.42(-9.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.73% | +103.55% | +21.24% | +161.93% |
| Top 20 Holdings Unweighted | +23.69% | +89.25% | +8.99% | +53.80% |
Partners Value Investments L P reports $9.80B in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are BN (78.9%), BAM (13.6%) and BNT (5.4%). The top 20 holdings account for 98.44% of reported assets. Its disclosed equity book has returned +103.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Partners Value Investments L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1162777). View Partners Value Investments L P’s 13F filings on SEC