Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 18
- −1 vs. Q1 2025
- Portfolio value
- $885.7M
- +$48.3M (+5.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| USFDUS Foods Holding Corp. | COM | 1,413,803 | $108.9M | 12.3% | +12,474+0.9% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,259,004 | $94.6M | 10.7% | +49,541+4.1% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,662,659 | $78.9M | 8.9% | +107,940+4.2% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 221,434 | $63.3M | 7.1% | +3,663+1.7% | Added | History |
| UHAL.BU-Haul Holding Co | COM SER N | 996,304 | $54.2M | 6.1% | +13,879+1.4% | Added | History |
| MDUMdu Resources Group Inc | Stock | 3,155,743 | $52.6M | 5.9% | 00.0% | Unchanged | History |
| NTGRNetgear, Inc. | COM | 1,691,607 | $49.2M | 5.6% | +95,955+6.0% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 2,945,641 | $47.1M | 5.3% | +309,988+11.8% | Added | History |
| IESCIES Holdings, Inc. | COM | 158,378 | $46.9M | 5.3% | +158,378 | New | History |
| PAXPatria Investments Ltd | COM CL A | 3,317,006 | $46.6M | 5.3% | +8,380+0.3% | Added | History |
| PSMTPricesmart Inc | COM | 401,981 | $42.2M | 4.8% | +401,981 | New | History |
| SLMSLM Corp | COM | 1,264,836 | $41.5M | 4.7% | −793,593−38.6% | Reduced | History |
| IBPInstalled Building Products, Inc. | COM | 228,774 | $41.3M | 4.7% | 00.0% | Unchanged | History |
| NBBKNB Bancorp, Inc. | COM | 2,114,336 | $37.8M | 4.3% | +135,433+6.8% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 3,104,361 | $35.0M | 4.0% | −520,252−14.4% | Reduced | History |
| ACMRACM Research, Inc. | Stock | 1,024,632 | $26.5M | 3.0% | 00.0% | Unchanged | History |
| CRAICra International, Inc. | COM | 81,766 | $15.3M | 1.7% | −143,268−63.7% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 69,498 | $3.87M | 0.4% | 00.0% | Unchanged | – |
Options (1)
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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $231.7M | – |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.