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
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield Corp | $41.69 | -1.60% | -3.70% | 45.10% | $7.34B | 78.56% | — | HELD |
| 2 | BAM | Brookfield Asset Management Lt | $47.35 | -1.46% | -16.69% | 90.01% | $1.32B | 14.07% | — | HELD |
| 3 | BNT | BROOKFIELD REINSURANCE LTD | $42.78 | -1.13% | -1.33% | 9.22% | $510.1M | 5.46% | — | HELD |
| 4 | BBUC | Brookfield Business Corp | $31.89 | 0.60% | 9.14% | 25.39% | $164.7M | 1.76% | — | HELD |
| 5 | META | META PLATFORMS INC | $585.61 | -1.31% | -20.62% | 57.79% | $6.6M | 0.07% | — | HELD |
| 6 | GOOG | Alphabet Inc | $335.76 | 0.95% | 75.60% | 130.67% | $6.5M | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-227025. 13F discloses long positions only — shorts, foreign equities, and options are excluded.