PARTNERS VALUE INVESTMENTS LP
Q2 2025 Form 13-F

HAMILTON, BERMUDA
CIK 0001162777 · Institutional investment manager
$9.9B Reported Value Total
Reported value
$9.9B
Quarter over quarter
+17.2%
Holdings
8
Top-10 concentration
100.0%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Kathy Sarpash
General Counsel and Secretary
Q1 2025
Q3 2025
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Q2 2025 13F filing summary

Period of report June 30, 2025
Filed August 15, 2025
Form 13F-HR
Reported value $9.9B
Positions 8
Change in reported value +17.6%
New positions 2
Exited positions 3
Position turnover 45.5%
Top-10 concentration 100.0%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 7 $9.8B
Q1 2026 13F
Filed May 15, 2026
 6 $9.3B
Q4 2025 13F
Filed Feb 13, 2026
 7 $10.7B
Q3 2025 13F
Filed Nov 14, 2025
 7 $10.8B
Q2 2025 13F
Filed Aug 15, 2025
 8 $9.9B
Q1 2025 13F
Filed May 15, 2025
 9 $8.4B
Q4 2024 13F
Filed Feb 14, 2025
 10 $9.2B
Q3 2024 13F
Filed Nov 15, 2024
 10 $8.5B
Q2 2024 13F
Filed Aug 15, 2024
 11 $6.7B
Q1 2024 13F
Filed May 15, 2024
 11 $6.8B
Q4 2023 13F
Filed Feb 14, 2024
 11 $6.5B
Q3 2023 13F
Filed Nov 14, 2023
 10 $5.3B

18 earlier quarters on file — choose one from the quarter menu above.

Top 8 holdings · Q2 2025

# Holding Reported value % of portfolio
1 BN BROOKFIELD CORP $7.5B 75.74%
2 BAM BROOKFIELD ASSET MANAGEMENT LTD $1.7B 17.23%
3 BNT BROOKFIELD WEALTH SOLUTIONS LTD. $507.4M 5.14%
4 BBU BROOKFIELD BUSINESS PARTNERS L $115.4M 1.17%
5 BBUC BROOKFIELD BUSINESS CORP $32.3M 0.33%
6 BABA ALIBABA GROUP HOLDING LTD $22.0M 0.22%
7 META META PLATFORMS, INC. $8.6M 0.09%
8 GOOG ALPHABET INC $8.0M 0.08%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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