Partners Value Investments L.P. reported a net loss of $6.2 million for the quarter ended June 30, 2025, compared to a net income of $21.6 million in the prior year quarter. The decrease was due to currency movements and higher tax recoveries. Equity Limited Partners had a loss of $8.6 million, while Preferred Limited Partners had income of $2.4 million.

On August 8, 2025, the Partnership completed a ten-for-one unit split of its outstanding equity units. Market prices of Brookfield Corporation (BN) and Brookfield Asset Management Ltd. (BAM) shares were $61.85 and $55.28, respectively, as of June 30, 2025, and increased to $65.60 and $62.11 by August 14, 2025.

The Partnership’s principal investments include approximately 121 million BN shares and 31 million BAM shares, representing an 8% interest in BN and a 2% interest in BAM as of June 30, 2025. Additionally, the Partnership owns a diversified investment portfolio of marketable securities and private fund interests.

As of June 30, 2025, the Partnership’s total assets amounted to $10,329,011, with cash and cash equivalents of $200,841 and investments in BN and BAM totaling over $9 billion. Liabilities and equity totaled $1,270,688 and $9,058,323, respectively.

The Partnership provided forward-looking information and statements, cautioning that actual results may differ from estimates due to economic factors, market behavior, regulatory changes, and other uncertainties. They emphasized the importance of considering risks and factors when evaluating future performance and not relying solely on historical data or projections.

Read more at GlobeNewswire: Partners Value Investments L.P. Announces Q2 2025 Interim