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 |
|---|---|---|---|---|---|---|---|
| iShares MSCI India ETF46429B598 | ETF | 69,498 | $3.66M | 0.4% | +27,916+67.1% | Added | – |
| NBISNebius Group N.V. | Stock | 263,422 | $7.30M | 0.8% | +263,422 | New | History |
| CORZCore Scientific, Inc. | COM | 521,738 | $7.33M | 0.8% | −1,181,464−69.4% | Reduced | History |
| CENXCentury Aluminum Co | COM | 421,401 | $7.68M | 0.8% | +421,401 | New | History |
| HHHHoward Hughes Holdings Inc. | COM | 159,151 | $12.2M | 1.3% | −16,733−9.5% | Reduced | History |
| ACMRACM Research, Inc. | Stock | 1,185,037 | $17.9M | 1.8% | +215,744+22.3% | Added | History |
| APLDApplied Digital Corp. | COM NEW | 2,528,717 | $19.3M | 2.0% | +831,705+49.0% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,633,944 | $30.1M | 3.1% | +172,242+11.8% | Added | History |
| NBBKNB Bancorp, Inc. | COM | 1,978,903 | $35.7M | 3.7% | −376,840−16.0% | Reduced | History |
| PAXPatria Investments Ltd | COM CL A | 3,308,626 | $38.5M | 4.0% | +270,075+8.9% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 233,199 | $40.9M | 4.2% | +36,395+18.5% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 3,484,918 | $41.2M | 4.2% | +646,865+22.8% | Added | History |
| UHAL.BU-Haul Holding Co | COM SER N | 739,889 | $47.4M | 4.9% | +739,889 | New | History |
| SLMSLM Corp | COM | 1,756,745 | $48.5M | 5.0% | +1,756,745 | New | History |
| ICLRIcon PLC | COM | 239,048 | $50.1M | 5.2% | +75,321+46.0% | Added | History |
| HEESH&E Equipment Services, Inc. | COM | 1,030,094 | $50.4M | 5.2% | +119,151+13.1% | Added | History |
| CRAICra International, Inc. | COM | 275,640 | $51.6M | 5.3% | −79,436−22.4% | Reduced | History |
| MDUMdu Resources Group Inc | Stock | 2,990,144 | $53.9M | 5.5% | +1,419,118+90.3% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 217,771 | $56.3M | 5.8% | +85,207+64.3% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 583,232 | $56.8M | 5.8% | +128,696+28.3% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,166,914 | $63.1M | 6.5% | +277,462+31.2% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 2,975,374 | $65.5M | 6.7% | +626,373+26.7% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,284,719 | $70.3M | 7.2% | +2,284,719 | New | History |
| USFDUS Foods Holding Corp. | COM | 1,431,190 | $96.5M | 9.9% | +166,016+13.1% | Added | History |
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 |