Partners Value Investments L.P.
All 13F Filings
- Location
- Hamilton, D0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,702,414
- Description
- Hamilton based fundamental value oriented investor with a manager led governance framework and a high accountability and controls oriented investment mandate. The approach emphasizes concentrated position governance, active stewardship and governance oversight, and valuation discipline and downside awareness for fundamental value oriented strategies. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through governance continuity discipline and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 7 | 10,702,414 | 13F-HR | Partners Value Investments L.P. |
| Q3 2025 | 11/14/2025 | 7 | 10,799,554 | 13F-HR | Partners Value Investments L.P. |
| Q1 2025 | 5/15/2025 | 9 | 8,398,563 | 13F-HR | Partners Value Investments L.P. |
| Q4 2024 | 2/14/2025 | 10 | 9,221,516 | 13F-HR | Partners Value Investments L.P. |
| Q3 2024 | 11/15/2024 | 10 | 8,457,929 | 13F-HR | Partners Value Investments L.P. |
| Q2 2024 | 8/15/2024 | 11 | 6,650,531 | 13F-HR | Partners Value Investments L.P. |
| Q1 2024 | 5/15/2024 | 11 | 6,823,151 | 13F-HR | Partners Value Investments L.P. |
| Q4 2023 | 2/14/2024 | 11 | 6,511,309 | 13F-HR | Partners Value Investments L.P. |
| Q3 2023 | 11/14/2023 | 10 | 5,325,527 | 13F-HR | Partners Value Investments LP |
| Q2 2021 | 8/16/2021 | 8 | 6,604,538 | 13F-HR | Partners Value Investments LP |
| Q1 2021 | 5/18/2021 | 6 | 5,870 | 13F-HR | Partners Value Investments LP |
| Q4 2020 | 2/17/2021 | 8 | 5,445 | 13F-HR | Partners Value Investments LP |
| Q3 2020 | 12/7/2020 | 10 | 4,407 | 13F-HR | Partners Value Investments LP |
| Q2 2020 | 8/17/2020 | 8 | 4,359 | 13F-HR | Partners Value Investments LP |
| Q1 2020 | 5/15/2020 | 7 | 3,898 | 13F-HR | Partners Value Investments LP |
| Q4 2019 | 2/14/2020 | 7 | 5,162 | 13F-HR | Partners Value Investments LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.7 M | 100.0% | 0 | 97.14 K | -97.14 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
10,702,414
Holdings
7
QoQ value change ($000)
-97,140
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.