P

Partners Value Investments LP

Partners Value Investments LP is an institution, managing $10.8B across 7 long positions as of Q3 2025 with 93% Financial Services concentration, with only 7 positions, and 77% allocation to BN.

Portfolio Value
$10.8B
Positions
7
Top Holding
BN at 76.8%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Partners Value Investments LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Asset Management
Financial Services
$8.3B
76.80%
8.08%
120.9M shares
Asset Management
Financial Services
$1.8B
16.23%
1.91%
30.8M shares
Unknown
Unknown
$562.5M
5.21%
2.89%
8.2M shares
Conglomerates
Industrials
$145.1M
1.34%
5.01%
4.4M shares
Asset Management
Financial Services
$25.4M
0.24%
1.08%
757.3K shares
Internet Content & Information
Communication Services
$11.0M
0.10%
0.00%
45.0K shares
Internet Content & Information
Communication Services
$8.5M
0.08%
0.00%
11.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Partners Value Investments LP's latest filing

See all changes
Market Value
$10.8B
Prior: $9.9B
Q/Q Change
+9.35%
+$923.9M
Net Flows % of MV
-0.204%
Turnover Ratio
0.102%
New Purchases
0 stocks
-
Added To
0 stocks
+-
Sold Out Of
1 stocks
$22.0M
Reduced Holdings
0 stocks
--

Increased Positions

PositionShares Δ
No increased positions

Decreased Positions

PositionShares Δ
Sold

Analytics

Portfolio insights and performance metrics for Partners Value Investments LP

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Sector Allocation

Financial Services: 93.30%Financial ServicesIndustrials: 1.30%Communication Services: 0.20%
Financial Services
93.30%
Industrials
1.30%
Communication Services
0.20%

Market Cap Distribution

Mega Cap (> $200B): 0.18%Large Cap ($10B - $200B): 98.24%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.58%
Mega Cap (> $200B)
0.18%
Large Cap ($10B - $200B)
98.24%
Mid Cap ($2B - $10B)
1.58%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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