Filed: 11/14/2025ACC: 0001193125-25-282719
📋 What this filing means
PARTNERS VALUE INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $10.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$10.80B
Total AUM (reported)
165.20M
Total Shares
Allocation by class
COMMON STOCK$10.65B98.7%
PARTNERSHIP SHARES$145.09M1.3%
Portfolio Concentration
Top 3$10.61B98.2%
4–10$189.97M1.8%
Top 3 weight
98.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings7
Rows:
BROOKFIELD CORP
SOLEShares120.94M
TypeSH
Market value$8.29B
76.80%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGEMENT LTD
SOLEShares30.79M
TypeSH
Market value$1.75B
16.23%
Sole
0.00
Shared
0.00
None
0.00
Brookfield Wealth Solutions Ltd.
SOLEShares8.21M
TypeSH
Market value$562.55M
5.21%
Sole
0.00
Shared
0.00
None
0.00
Brookfield Business Partners L
SOLEShares4.45M
TypeSH
Market value$145.09M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Brookfield Business Corp
SOLEShares757.26K
TypeSH
Market value$25.39M
0.24%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares45K
TypeSH
Market value$10.96M
0.10%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares11.62K
TypeSH
Market value$8.53M
0.08%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORPSOLE | COMMON STOCK | 120.94M | SH | $8.29B 76.80% | 0.00 | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGEMENT LTDSOLE | COMMON STOCK | 30.79M | SH | $1.75B 16.23% | 0.00 | 0.00 | 0.00 |
Brookfield Wealth Solutions Ltd.SOLE | COMMON STOCK | 8.21M | SH | $562.55M 5.21% | 0.00 | 0.00 | 0.00 |
Brookfield Business Partners LSOLE | Partnership Shares | 4.45M | SH | $145.09M 1.34% | 0.00 | 0.00 | 0.00 |
Brookfield Business CorpSOLE | COMMON STOCK | 757.26K | SH | $25.39M 0.24% | 0.00 | 0.00 | 0.00 |
Alphabet IncSOLE | COMMON STOCK | 45K | SH | $10.96M 0.10% | 0.00 | 0.00 | 0.00 |
Meta Platforms IncSOLE | COMMON STOCK | 11.62K | SH | $8.53M 0.08% | 0.00 | 0.00 | 0.00 |