Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 19
- −5 vs. Q4 2024
- Portfolio value
- $837.4M
- −$134.9M (−13.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 1,401,329 | $91.7M | 11.0% | −29,861−2.1% | Reduced | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,554,719 | $90.7M | 10.8% | +270,000+11.8% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,209,463 | $61.2M | 7.3% | +42,549+3.6% | Added | History |
| SLMSLM Corp | COM | 2,058,429 | $60.5M | 7.2% | +301,684+17.2% | Added | History |
| UHAL.BU-Haul Holding Co | COM SER N | 982,425 | $58.1M | 6.9% | +242,536+32.8% | Added | History |
| MDUMdu Resources Group Inc | Stock | 3,155,743 | $53.4M | 6.4% | +165,599+5.5% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 2,635,653 | $51.2M | 6.1% | −339,721−11.4% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 217,771 | $48.2M | 5.8% | 00.0% | Unchanged | History |
| ICLRIcon PLC | COM | 239,048 | $41.8M | 5.0% | 00.0% | Unchanged | History |
| IBPInstalled Building Products, Inc. | COM | 228,774 | $39.2M | 4.7% | −4,425−1.9% | Reduced | History |
| NTGRNetgear, Inc. | COM | 1,595,652 | $39.0M | 4.7% | +1,595,652 | New | History |
| CRAICra International, Inc. | COM | 225,034 | $39.0M | 4.7% | −50,606−18.4% | Reduced | History |
| PAXPatria Investments Ltd | COM CL A | 3,308,626 | $37.4M | 4.5% | 00.0% | Unchanged | History |
| ROIVRoivant Sciences Ltd. | SHS | 3,624,613 | $36.6M | 4.4% | +139,695+4.0% | Added | History |
| NBBKNB Bancorp, Inc. | COM | 1,978,903 | $35.8M | 4.3% | 00.0% | Unchanged | History |
| ACMRACM Research, Inc. | Stock | 1,024,632 | $23.9M | 2.9% | −160,405−13.5% | Reduced | History |
| CENXCentury Aluminum Co | COM | 733,885 | $13.6M | 1.6% | +312,484+74.2% | Added | History |
| APLDApplied Digital Corp. | COM NEW | 2,235,113 | $12.6M | 1.5% | −293,604−11.6% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 69,498 | $3.58M | 0.4% | 00.0% | Unchanged | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Inc46434G822 | MSCI JAPAN ETF | $68.6M | – |
| ASMLASML Holding NV | ADR | $49.4M | – |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| SNSharkNinja, Inc. | COM SHS | 583,232 | $56.8M | 5.8% | History |
| HEESH&E Equipment Services, Inc. | COM | 1,030,094 | $50.4M | 5.2% | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,633,944 | $30.1M | 3.1% | History |
| HHHHoward Hughes Holdings Inc. | COM | 159,151 | $12.2M | 1.3% | History |
| CORZCore Scientific, Inc. | COM | 521,738 | $7.33M | 0.8% | History |
| NBISNebius Group N.V. | Stock | 263,422 | $7.30M | 0.8% | History |