PARTNERS VALUE INVESTMENTS L.P.

PrivateCIK: 1162777
Location

HAMILTON, D0

6
Positions
$9.34B
Total AUM (reported)
228.56M
Total Shares

Allocation by class

TOTAL AUM$9.34B6 positions
COMMON STOCK$9.34B100.0%

Portfolio Concentration

Top 398.1%4–101.9%TOP 10100.0%0%100%
Top 3$9.17B98.1%
4–10$177.83M1.9%

Top 3 weight

98.1%

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)

Sole6
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings6
Rows:

Brookfield Corp

SOLE
COMMON STOCK
Shares181.41M
TypeSH
Market value$7.34B
78.56%
Sole
0.00
Shared
0.00
None
0.00

Brookfield Asset Management Lt

SOLE
COMMON STOCK
Shares29.59M
TypeSH
Market value$1.32B
14.07%
Sole
0.00
Shared
0.00
None
0.00

BROOKFIELD REINSURANCE LTD

SOLE
COMMON STOCK
Shares12.32M
TypeSH
Market value$510.06M
5.46%
Sole
0.00
Shared
0.00
None
0.00

Brookfield Business Corp

SOLE
COMMON STOCK
Shares5.21M
TypeSH
Market value$164.73M
1.76%
Sole
0.00
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
COMMON STOCK
Shares11.62K
TypeSH
Market value$6.65M
0.07%
Sole
0.00
Shared
0.00
None
0.00

Alphabet Inc

SOLE
COMMON STOCK
Shares22.50K
TypeSH
Market value$6.45M
0.07%
Sole
0.00
Shared
0.00
None
0.00