Latest Partners Value Investments LP Stock Portfolio
Partners Value Investments LP Performance:
2025 Q4: -26.12%YTD: -13.52%2024: 39.05%
Performance for 2025 Q4 is -26.12%, and YTD is -13.52%, and 2024 is 39.05%.
About Partners Value Investments LP and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Partners Value Investments L.P. reported an equity portfolio of $10.7 Billions as of 31 Dec, 2025.
The top stock holdings of Partners Value Investments L.P. are , BAM, . The fund has invested 77.8% of it's portfolio in BROOKFIELD CORP and 15.1% of portfolio in BROOKFIELD ASSET MANAGEMENT LTD.
They significantly reduced their stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to BROOKFIELD WEALTH SOLUTIONS LTD.
The top stock holdings of Partners Value Investments L.P. are , BAM, . The fund has invested 77.8% of it's portfolio in BROOKFIELD CORP and 15.1% of portfolio in BROOKFIELD ASSET MANAGEMENT LTD.
They significantly reduced their stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to BROOKFIELD WEALTH SOLUTIONS LTD.
Partners Value Investments LP Annual Return Estimates Vs S&P 500
Our best estimate is that Partners Value Investments L.P. made a return of -26.12% in the last quarter. In trailing 12 months, it's portfolio return was -13.52%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| brookfield corp | 50.00 |
| brookfield wealth solutions ltd | 50.00 |
Additions to existing portfolio by Partners Value Investments LP
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -50.00 |
Partners Value Investments LP reduced stake in above stock
Sold off
Sector Distribution
Partners Value Investments L.P. has about 99.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.9 |
Market Cap. Distribution
Partners Value Investments L.P. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.9 |
Stocks belong to which Index?
About 0% of the stocks held by Partners Value Investments L.P. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99.6 |
Partners Value Investments LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Partners Value Investments LP
Partners Value Investments L.P. has 7 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. BBU was the most profitable stock for Partners Value Investments L.P. last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BAM | brookfield asset management ltd | 15.07 | 30,789,600 | 1,613,070,000 | unchanged | 0.00 | ||
| BBU | brookfield business partners l | 1.46 | 4,449,110 | 156,609,000 | unchanged | 0.00 | ||
| BBUC | brookfield business corp | 0.25 | 757,259 | 27,170,500 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.07 | 22,500 | 7,060,500 | reduced | -50.00 | ||
| META | meta platforms, inc. | 0.07 | 11,619 | 7,669,590 | unchanged | 0.00 | ||
| brookfield corp | 77.78 | 181,406,000 | 8,324,720,000 | added | 50.00 | |||
| brookfield wealth solutions ltd | 5.29 | 12,320,300 | 566,120,000 | added | 50.00 | |||