Partners Value Investments L.P.

Partners Value Investments L.P. reported 7 holdings worth US$9.8B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Partners Value Investments L.P. reported 7 holdings worth US$9.8B as of Jun 30, 2026. Largest: Brookfield Corporation, Brookfield Asset Management Inc and Brookfield Wealth Solutions Ltd. Class A. Filed Aug 14, 2026 (Form 13F).

Holdings
7
Value as reported
US$9.8B

The filing in full

CompanySharesValue as reported% of portfolio
Brookfield Corporation181MUS$7.73B78.9%
Brookfield Asset Management Inc29.6MUS$1.33B13.5%
Brookfield Wealth Solutions Ltd. Class A12.3MUS$526M5.4%
Brookfield Business Corporation Class A5.16MUS$154M1.6%
Diageo Plc609KUS$49M0.50%
Alphabet Inc (google) Class C22,246US$7.95M0.08%
Meta Platforms, Inc.11,619US$6.54M0.07%

Source

View original at SEC

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