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Kathy Sarpash

@Partners Value Investments L.p.

Latest period2024 - Q3ReportedManaged Assets$8.458BTotal holdings10
Assets growth rate27.18%Assets growth rate (2-Q avg)12.33%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Value Investments L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Partners Value Investments L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.458B in assets, with a quarterly growth rate of 27.18% and a 2-quarter average growth rate of 12.33%. The portfolio is managed by Kathy Sarpash, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNTBrookfield Wealth Solutions Ltd
Recent Activity
New Position
5.17%
$436.633M
8.214M shares@ $53.16 avg price
1125⤦Brookfield Business Corp
Recent Activity
New Position
0.23%
$19.181M
757,259 shares@ $25.33 avg price