Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 24
- +2 vs. Q3 2024
- Portfolio value
- $972.3M
- +$150.6M (+18.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 1,431,190 | $96.5M | 9.9% | +166,016+13.1% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,284,719 | $70.3M | 7.2% | +2,284,719 | New | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 2,975,374 | $65.5M | 6.7% | +626,373+26.7% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,166,914 | $63.1M | 6.5% | +277,462+31.2% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 583,232 | $56.8M | 5.8% | +128,696+28.3% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 217,771 | $56.3M | 5.8% | +85,207+64.3% | Added | History |
| MDUMdu Resources Group Inc | Stock | 2,990,144 | $53.9M | 5.5% | +1,419,118+90.3% | Added | History |
| CRAICra International, Inc. | COM | 275,640 | $51.6M | 5.3% | −79,436−22.4% | Reduced | History |
| HEESH&E Equipment Services, Inc. | COM | 1,030,094 | $50.4M | 5.2% | +119,151+13.1% | Added | History |
| ICLRIcon PLC | COM | 239,048 | $50.1M | 5.2% | +75,321+46.0% | Added | History |
| SLMSLM Corp | COM | 1,756,745 | $48.5M | 5.0% | +1,756,745 | New | History |
| UHAL.BU-Haul Holding Co | COM SER N | 739,889 | $47.4M | 4.9% | +739,889 | New | History |
| ROIVRoivant Sciences Ltd. | SHS | 3,484,918 | $41.2M | 4.2% | +646,865+22.8% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 233,199 | $40.9M | 4.2% | +36,395+18.5% | Added | History |
| PAXPatria Investments Ltd | COM CL A | 3,308,626 | $38.5M | 4.0% | +270,075+8.9% | Added | History |
| NBBKNB Bancorp, Inc. | COM | 1,978,903 | $35.7M | 3.7% | −376,840−16.0% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,633,944 | $30.1M | 3.1% | +172,242+11.8% | Added | History |
| APLDApplied Digital Corp. | COM NEW | 2,528,717 | $19.3M | 2.0% | +831,705+49.0% | Added | History |
| ACMRACM Research, Inc. | Stock | 1,185,037 | $17.9M | 1.8% | +215,744+22.3% | Added | History |
| HHHHoward Hughes Holdings Inc. | COM | 159,151 | $12.2M | 1.3% | −16,733−9.5% | Reduced | History |
| CENXCentury Aluminum Co | COM | 421,401 | $7.68M | 0.8% | +421,401 | New | History |
| CORZCore Scientific, Inc. | COM | 521,738 | $7.33M | 0.8% | −1,181,464−69.4% | Reduced | History |
| NBISNebius Group N.V. | Stock | 263,422 | $7.30M | 0.8% | +263,422 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 69,498 | $3.66M | 0.4% | +27,916+67.1% | Added | – |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 2,860,489 | $78.5M | 9.5% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 350,765 | $32.9M | 4.0% | History |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 509,369 | $3.42M | 0.4% | History |