1y return−27.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $138 against $175 in the S&P 500.2
Partners Value Investments L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BNBrookfield Corp | $7.7B | 78.9% | |
| BAMBrookfield Asset Managmt Ltd | $1.3B | 13.5% | |
| Brookfield Wealth Sol LtdCUSIP G17434104 | $525.6M | 5.4% | |
| BBUCBrookfield Business Corp | $153.9M | 1.6% | |
| DEODiageo PLC | $49.0M | 0.5% | New |
| GOOGAlphabet Inc | $7.9M | 0.1% | |
| METAMeta Platforms Inc | $6.5M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $7.9M |
| BNBrookfield Corp | September 30, 2023 | +36.2% | $7.7B |
| BAMBrookfield Asset Managmt Ltd | September 30, 2023 | +34.5% | $1.3B |
| BBUCBrookfield Business Corp | March 31, 2026 | −5.7% | $153.9M |
| Brookfield Wealth Sol LtdCUSIP G17434104 | September 30, 2024 | −19.8% | $525.6M |
| METAMeta Platforms Inc | June 30, 2025 | −23.7% | $6.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.3% | +14.8% |
| March 31, 2026 | −12.2% | −4.6% |
| December 31, 2025 | −28.3% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | +17.1% | +10.5% |
| March 31, 2025 | −8.9% | −4.6% |
| December 31, 2024 | +9.1% | +2.1% |
| September 30, 2024 | +27.1% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +26.6% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Partners Value Investments L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1162777&type=13F-HR&dateb=&owner=include&count=40CIK 1162777
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1162777/000119312526352046/Filed August 14, 2026 · accession 0001193125-26-352046