Kathy Sarpash

Partners Value Investments L.p.

Assets Managed

$9.345B

Holdings

Last Quarter

2026 - Q1

Filed Date

30d ago

Growth Rate

-12.68%(2Q avg: -6.79%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Value Investments L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 6 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.345B in assets, with a quarterly growth rate of -12.68% and a 2-quarter average growth rate of -6.79%. The portfolio is managed by Kathy Sarpash, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BN Brookfield Corp Recent Activity	78.57%	$7.341B 181.406M shares@ $40.48 avg price
BAM Brookfield Asset Mgmt-a Recent Activity Decreased -3.9%	14.08%	$1.315B 29.588M shares@ $44.45 avg price	Decreased -3.9%
BNT Brookfield Wealth Solutions Recent Activity	5.46%	$510.062M 12.32M shares@ $41.41 avg price
BBUC Brookfield Business Corp-a Recent Activity New Position	1.77%	$164.729M 5.206M shares@ $31.65 avg price	New Position
META Meta Platforms Inc-class A Recent Activity	0.08%	$6.648M 11,619 shares@ $572.13 avg price
GOOG Alphabet Inc-cl C Recent Activity	0.07%	$6.454M 22,500 shares@ $286.86 avg price

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