Partners Value Investments L.P.
•CIK: 1162777•Filing: Q4 2025
Partners Value Investments L.P., managed by the seasoned value investor Bill Miller, holds a concentrated portfolio with 77.8% in Berkshire Hathaway, reflecting a strong conviction in its long-term growth potential. Recently, the fund cut its Google position by 36%, signaling a strategic shift in its tech exposure amid a focus on value-oriented investments.
Total AUM
$10.7B
QoQ Performance
-0.9%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BN
BAM
Broo
BN77.8%
BAM15.1%
Brookfield5.3%
BBUC1.5%
BBUC0.3%
META0.1%
GOOG0.1%
📈 Biggest Buys
BN
BROOKFIELD CORP
+50.0%
77.8% of portfolio
—
Brookfield Wealth Solutions Ltd
+50.0%
5.3% of portfolio
📉 Biggest Sells
GOOG
Alphabet Inc
-50.0%
0.1% of portfolio
Sector Breakdown
Financial77.8%
Other22.1%
Technology0.1%
Changes from Q3 2025
↑2 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023