Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 15
- −3 vs. Q2 2025
- Portfolio value
- $821.0M
- −$64.7M (−7.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,290,409 | $122.3M | 14.9% | +31,405+2.5% | Added | History |
| USFDUS Foods Holding Corp. | COM | 1,424,615 | $109.2M | 13.3% | +10,812+0.8% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 4,648,215 | $86.1M | 10.5% | +1,702,574+57.8% | Added | History |
| IESCIES Holdings, Inc. | COM | 178,768 | $71.1M | 8.7% | +20,390+12.9% | Added | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,818,495 | $62.3M | 7.6% | +155,836+5.9% | Added | History |
| PAXPatria Investments Ltd | COM CL A | 3,971,972 | $58.0M | 7.1% | +654,966+19.7% | Added | History |
| NTGRNetgear, Inc. | COM | 1,691,607 | $54.8M | 6.7% | 00.0% | Unchanged | History |
| PSMTPricesmart Inc | COM | 416,508 | $50.5M | 6.1% | +14,527+3.6% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 172,864 | $43.9M | 5.3% | −48,570−21.9% | Reduced | History |
| NVRIEnviri Corp | COM | 3,431,188 | $43.5M | 5.3% | +3,431,188 | New | History |
| NBBKNB Bancorp, Inc. | COM | 2,114,336 | $37.3M | 4.5% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 1,337,883 | $37.0M | 4.5% | +73,047+5.8% | Added | History |
| NUTXNutex Health Inc. | COM | 270,421 | $27.9M | 3.4% | +270,421 | New | History |
| HUTHut 8 Corp. | COM | 401,850 | $14.0M | 1.7% | +401,850 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 58,419 | $3.04M | 0.4% | −11,079−15.9% | Reduced | – |
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 |
|---|---|---|---|
| ADBEAdobe Inc. | Stock | $41.1M | – |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| UHAL.BU-Haul Holding Co | COM SER N | 996,304 | $54.2M | 6.1% | History |
| MDUMdu Resources Group Inc | Stock | 3,155,743 | $52.6M | 5.9% | History |
| IBPInstalled Building Products, Inc. | COM | 228,774 | $41.3M | 4.7% | History |
| ROIVRoivant Sciences Ltd. | SHS | 3,104,361 | $35.0M | 4.0% | History |
| ACMRACM Research, Inc. | Stock | 1,024,632 | $26.5M | 3.0% | History |
| CRAICra International, Inc. | COM | 81,766 | $15.3M | 1.7% | History |