Partners Value Investments L.P.

Est. AUM

$9.34B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Brookfield Corp	COMMON STOCK	$7.34B	181405955	78.56%	SOLE
2	Brookfield Asset Management Lt	COMMON STOCK	$1.32B	29588407	14.07%	SOLE
3	BROOKFIELD REINSURANCE LTD	COMMON STOCK	$510.1M	12320344	5.46%	SOLE
4	Brookfield Business Corp	COMMON STOCK	$164.7M	5206368	1.76%	SOLE
5	META PLATFORMS INC	COMMON STOCK	$6.6M	11619	0.07%	SOLE
6	Alphabet Inc	COMMON STOCK	$6.5M	22500	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.