PARTNERS VALUE INVESTMENTS LP
Q1 2025 Form 13-F

HAMILTON, BERMUDA
CIK 0001162777 · Institutional investment manager
$8.4B Reported Value Total
Reported value
$8.4B
Quarter over quarter
-8.9%
Holdings
9
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
Q4 2024
Q2 2025
Go to latest
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Q1 2025 13F filing summary

Period of report March 31, 2025
Filed May 15, 2025
Form 13F-HR
Reported value $8.4B
Positions 9
Change in reported value -8.9%
New positions 0
Exited positions 1
Position turnover 10.0%
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 9 holdings · Q1 2025

# Holding Reported value % of portfolio
1 BN BROOKFIELD CORP $6.3B 75.47%
2 BAM BROOKFIELD ASSET MANAGEMENT LTD $1.5B 17.76%
3 BNT BROOKFIELD WEALTH SOLUTIONS LTD $428.6M 5.1%
4 BBU BROOKFIELD BUSINESS PARTNERS LP $69.0M 0.82%
5 BABA ALIBABA GROUP HOLDING LTD $25.7M 0.31%
6 BBUC BROOKFIELD BUSINESS CORP $20.2M 0.24%
7 SHYG ISHARES 0-5 YEAR HIGH YIELD CO $10.3M 0.12%
8 MPLX MPLX LP $8.6M 0.1%
9 T AT&T INC $6.2M 0.07%

Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.

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