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CIK: 0001162777
Total reported value
$9.8B
$9.8B
10 檔
85.9%
In Q3 2024, Partners Value Investments L.P.'s U.S. equity holdings reached a combined market value of $9.8B, distributed across 10 disclosed stock positions.
During Q3 2024, Partners Value Investments L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 76.02% | +0.31% | — | |
| 2 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 17.23% | -0.52% | — | |
| 3 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 5.16% | -0.09% | — | |
| 4 | BBUC | Brookfield Business Corporation | Stock-Other | 0.81% | — | — | |
| 5 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | — | — | |
| 6 | ✓ | Brookfield Business CORP | Stock-Other | 0.23% | — | — | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.12% | — | — | |
| 8 | MPLX | Mplx LP | Stock-Energy | 0.08% | — | — | |
| 9 | T | At&t Inc | Stock-Comm Services | 0.06% | — | — | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.05% | — | — |
According to official SEC Form 13F filings, Partners Value Investments L.P. reported a total U.S. public equity portfolio value of $9.8B across 10 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BN, BAM, BNT) accounted for 85.9% of total reported equity market value during Q3 2024.
During Q3 2024, Partners Value Investments L.P.'s top holdings by market value included BN (76.0%)、BAM (17.2%)、BNT (5.2%). The largest single position, BN, represented 76.0% of total portfolio value.
In Q3 2024, Partners Value Investments L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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