MondegarAI
← Tracker

Institutional

Partners Value Investments L.P.

CIK 0001162777
$9.34B
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Partners Value Investments L.P. · Q1 2026

AI · grounded in 13F

Partners Value Investments L.P. established a new position in Brookfield Business Corp BBUC worth $164.7M. The fund closed its position in Brookfield Business Partners L, reducing exposure by $156.6M. Other activity included closing a position in Brookfield Business Corp for $27.2M and trimming shares of Brookfield Asset Management Lt BAM by 3.9%.

Portfolio · Q1 2026

BN$7.34BBAM$1.32BBNT$510.1MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BNBrookfield Corp$44.60-1.00%14.26%59.83%$7.34B78.56%HELD
2BAMBrookfield Asset Management Lt$46.18-1.13%-16.76%82.61%$1.32B14.07%1,201,157−3.9%
3BNTBROOKFIELD REINSURANCE LTD$44.43-1.16%13.93%27.68%$510.1M5.46%HELD
4BBUCBrookfield Business Corp$32.89-0.54%11.61%29.33%$164.7M1.76%+5,206,368NEW
5METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$6.6M0.07%HELD
6GOOGAlphabet Inc$365.76-0.95%109.82%172.71%$6.5M0.07%HELD
7Brookfield Business Partners L4,449,109EXITED
8Brookfield Business Corp757,259EXITED

Source: SEC EDGAR · accession 0001193125-26-227025. 13F discloses long positions only — shorts, foreign equities, and options are excluded.