PARTNERS VALUE INVESTMENTS LP

TORONTO, A6 How do I update this listing?

Partners Value Investments is based out of Toronto. Their last reported 13F filing for Q3 2020 included $4,406,898,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Partners Value Investments's largest holding is Brookfield Asset Management Inc with shares held of 128,758,537. Whalewisdom has at least 15 13F filings, 1 13D filings, and 6 13G filings

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09/30/2020

13F Activity

  • Market Value $4.407 Billion
  • Prior Market Value $4.359 Billion
  • New Purchases2 stocks
  • Additional Purchases1 stock
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:20.00%
  • Turnover Alt % [2]: %
  • Time Held Top20:9.10 quarters
  • Time Held Top10:9.10 quarters
  • Time Held All:9.10 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: -3.47%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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Insider Transactions in the past year

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